UWG takes students’ privacy concerns seriously: technology-enhanced and partially and fully online courses use sites and entities beyond UWG and students have the right to know the privacy policies of these entities. Students must not impersonate others or misrepresent or conceal their identities in electronic messages and actions. INVESTMENT ANALYSIS AND PORTFOLIO MANAGEMENT UNIVERSITY OF GONDAR COLLEGE OF BUSINESS AND ECONOMICS DEPARTMENT OF ACCOUNTING AND FINANCE M. SC IN ACCOUNTING AND FINANCE. Please be sure that both Solver and Data Analysis Tools are installed. If you or another student find that you are experiencing a mental health issue, free confidential services are available on campus in the Counseling Center. I have listed suggested problems for you to work in the BKM text. The CPM ® certification program standouts in the category of finance courses, in its depth and expertise along with its relevance to the portfolio & investment management industry. Pre-Requisites Foundations of Finance (FINC-UB.0002) is the pre-requisite for this course. At the University of West Georgia, we believe that academic and personal integrity are based upon honesty, trust, fairness, respect, and responsibility. A proper discussion of the modern developments in investments and portfolio theory must be rigorous. PDF of Syllabus. The ATOs and accredited trainers offer MoP training courses and examinations. Accessibility Services: Students with a documented disability may work with UWG Accessibility Services to receive essential services specific to their disability. Syllabus for courses starting after 2020-08-17 Portfolio Management courses from top universities and industry leaders. The instructor directs students through discussions, posting announcements, activities, responding to questions, and grading assignments and exams. Because we will have exams during weeks 4 and 8, there is no homework due (obviously the exam replaces the homework). Good knowledge of linear algebra and some programming knowledge in R (or similar). There will be two exams and 6 homework assignments during the semester (dates are in the class schedule section of the syllabus). Unit 1. UWG follows University System of Georgia (USG) guidance: http://www.usg.edu/hb280/additional_information#, You may also visit our website for help with USG Guidance: https://www.westga.edu/police/campus-carry.php. Willingness to spend countless of hours programming in R. Grading. The module Quantitative Portfolio Management covers the financial aspects of portfolio management and the mathematical aspects of portfolio construction. The course is designed to focus on creating, managing, and evaluating investment portfolios to meet specific objectives and risks. The University considers this account to be an official means of communication between the University and the student. General ground rules: During the 1st week you should read the material indicated under Module 1 (and so on for the other weeks). In many ways, taking an online course is like taking a face-to-face course. Investment Management Syllabus. Each incidence of academic dishonesty is subject to review and consideration by the instructor, and is subject to a range of academic penalties including, but not limited to, failing the assignment and/or failing the course. The managers of the Fund are responsible for the active management of a growth, value and You'll learn how to satisfy your customers' increasing expectations of the benefits they can realize from digital technologies. Harvard University Extension School Winter Session Dates: January 4-January 21, 2016* Time: 2:00-5:00pm Location: 1 Story Street 306 (tentative) *Students must plan travel so they are in Boston/Cambridge on Friday, January 22, 2016, which is the designated make-up date in … This Syllabus is your guide to success so please read it carefully and completely. Financial Theories This includes portfolio theory, the capital asset pricing model and the arbitrage pricing theory, all of which have become an integrated part of the decision-making in investments. Course outline The course presented examines the theoretical basis and practical approach to managing investment portfolios of financial assets. COURSE SYLLABUS PORTFOLIO MANAGEMENT Course title: Portfolio Management Course code: DTU406 Department: Faculty of Banking and Finance Credit hours: 3 credits Prerequite(s): Financial and Monetary Theory, Corporate Finance 1. Course Description (Catalog) This MGMT296, A.A. in Management Capstone: Portfolio, course is the final course in the Associates Program. Syllabus for courses starting between 2018-08-27 and 2020-08-16. Course outline The course presented examines the theoretical basis and practical approach to the management of stocks and fixed income investment portfolios. Canvas is the where course content, grades, and communication will reside for this course. Unit 2. As part of Module 2, I have a narrated presentation on how to use Solver. These include, but are not limited to, plagiarism, cheating, fabrication, aid of academic dishonesty, lying, bribery or threats, and stealing. Where available, the university grants academic credit for students who verify via competency-based testing, that they have accomplished the learning outcomes associated with a course that would normally meet the requirements outlined above (e.g. To establish reasonable accommodations, I may request that you register with Services for Students with Disabilities (SSD). I encourage you to try all these questions even if they are not assigned. Syllabus: FINC 4510 Ruben Trevino - Winter 2019; FINC 4520 Portfolio Management. AP credit, CLEP, and departmental exams). Prof. Christopher S. Jones Fall 2017. Our Digital Product Management course will teach you the practical skills, processes, and concepts used by successful Digital Product Managers. Risk and Return: Concepts of risk and return, … The purpose of the official use of the student e-mail account is to provide an effective means of communicating important university related information to UWG students in a timely manner. Please make sure you can access this course in Blackboard and retrieve the course syllabus and other course materials electronically. Face Coverings: Effective July 15, 2020, University System of Georgia institutions, including the University of West Georgia, will require all faculty, staff, students, and visitors to wear an appropriate face covering while inside campus facilities/buildings where six feet social distancing may not always be possible. To add some comments, click the "Edit" link at the top. Assigned homework for each Module is due on the Sunday that follows the 1st day of each module. Investment Analysis and Portfolio Management, 8th edition, by Reilly and Brown, Southwestern, 2006. The class will attempt to bring students to the frontier of best practice, but also introduce new … For more information on the University of West Georgia Honor Code, please see the Student Handbook. Unit 3. Principles of Corporate Finance. Syllabus for courses starting between 2014-08-25 and 2015-08-23. There will be 6 homework assignments (you can work in teams of 2 if you wish). Back . The theory of investment is concerned primarily with investment decisions, portfolio strategies and the structure of capital markets. It is a valuable pathway to gain industry-relevant domain knowledge, and get placed in a … Investment Strategies and Portfolio Management is essential for anyone who wants a clear-eyed view of investing in the time of COVID-19 and how to come out on top. This database collects and reports patterns of repeated student violations across all the Colleges, the Ingram Library, and the School of Nursing. The module Quantitative Portfolio Management covers the financial aspects of portfolio management and the mathematical aspects of portfolio construction. If you are eligible for services and register with their office, make arrangements with me as soon as possible to discuss your accommodations so they can be implemented in a timely manner. The course includes finance theory, statistical analysis and basic optimization theory, mirroring the investment management industry’s increased reliance on quantitative methods. Portfolio Management Syllabus 1. These sessions are optional and I will archive each week’s live meeting so that you can listen in to that week’s discussion if you cannot make it. FBE 555: Investment Analysis and Portfolio Management. Having read the Honor Code for the University of West Georgia, I understand and accept my responsibility to uphold the values described therein and to conduct myself in a manner that will reflect the values of UWG and the Richards College of Business so as to respect the rights of all UWG community members. All of the graded homework will be in Excel file format, so you must have access to this program. structure, course policies or anything else. Security Analysis and Portfolio Management study material includes security analysis and portfolio management notes, security analysis and portfolio management book, courses, case study, syllabus, question paper, MCQ, questions and answers and available in security analysis and portfolio management pdf form. This course is designed exclusively for the managers of the MBA Investment Fund, LLC. Investments: Analysis and Management Charles P. Jones and Gerald Jensen. The focus of this course is on the financial theory and empirical evidence that are useful for investment decisions. Students who have experienced sexual or domestic violence may receive confidential medical and advocacy services with the Patient Advocates in Health Services. INSTRUCTOR(s) INFORMATION 2. The University strives to make all learning experiences as accessible as possible. To report a concern anonymously, please go to UWGcares. Syllabus of the course Week Topic 1-2 Investors and investment process The Investment environment Asset Classes and financial Instruments ... - During portfolio management, they submit a report on the effectiveness of the asset management. All entitlements to accommodations are based on documentation and USG Board of Regents standards. The class will attempt to bring students to the frontier of best practice, but also … The penalties for academic dishonesty will be severe and may range from receiving a failing grade on the test or assignment, failing the course in which academic dishonesty took place, or the possibility of expulsion from the university. West Georgia students pledge to refrain from engaging in acts that do not maintain academic and personal integrity. It is the student’s responsibility to check his or her email. The great benefit of being in an online course is that you can have direct, one-to-one communication via the Discussion folder on Canvas with your instructor and fellow students at any time, rather than only during class or office hours. Course Syllabus. Digital Product Management Course Syllabus. Student conduct sanctions range from verbal warning to suspension or expulsion depending on the magnitude of the offense and/or number of offenses. Out-of-class work will include all forms of credit-bearing activity, including but not limited to assignments, readings, observations, and musical practice. Each module of the course has PowerPoint notes that I have narrated. In addition, we strive to continuously improve our abilities to recognize unethical behavior and to make ethical and moral decisions. I also have notes on Canvas (in Word format, not narrated) that will walk you through the basics of regressions. Investment Environment: Features and composition of money market and capital market, money market, capital market instruments and financial derivatives. Additionally, the student is responsible for safeguarding his/her computer account. Reports are submitted every 2 weeks. The major topics treated are: SSD contact information: 232 Canfield Admin Bldg. Training . Feel free to use the ones listed below, adapt them, or replace them with your own. The four major sections of the course are: (A) an introduction to the financial system, the financial challenges firms and households face, and the principles of modern finance in tackling these challenges; (B) valuation of stocks, bonds, forwards, futures, and options; (C) methods for incorporating risk analysis into valuation models, including portfolio theory, mean-variance optimization, and the Capital Asset … You can schedule 25- and 50-minute appointments any time by visiting unl.mywconline.com. For each course, the course syllabus will document the amount of in-class (or other direct faculty instruction) and out-of-class work required to earn the credit hour(s) assigned to the course. Lab . … Questions about homework, the PowerPoint slides, or any of the course material need to be posted to the Discussion folder on Canvas for the week of the material. Our Digital Product Management course will teach you the practical skills, processes, and concepts used by successful Digital Product Managers. Accounting/Finance. Course Description: This elective in Advanced Applied Portfolio Management will serve as a comprehensive real-world examination of the quantitative, fundamental, behavioral, and model-based approaches utilized for performing security valuation & portfolio management in the financial industry. This Syllabus is your guide to success so please read it carefully and completely. The student is responsible for all actions originating through his/her account or network connection. Graded assigned homework will also include problems from BKM. The responsibility for maintaining that integrity is shared by all members of the academic community. COURSE DESCRIPTION This course introuduces portfolio theories and tools that are used while managing a portfolio. If you are not familiar with statistics you should review this material during the first week – there is a set of notes from BKM entitled “Quantitative Review.”. Students enrolled in online courses can find answers to many of their questions in the Online/Off-Campus Student Guide. Prerequisite: ECON 3100 and FINC 3440, or instructor permission. Students in this class will manage a real or virtual portfolio. This course focuses on the design of "efficient" portfolios within a risk-return framework. If your statistics is rusty, you can read the review of statistics material in the Bodie, Kane and Marcus Quantitative Review. Teaching Portfolio Assignment: Course Syllabus Development. Please discuss these details with your instructor or see the information provided here. For more information, please contact Accessibility Services. VisionTo become a globally recognized college of business preparing forward-thinking, responsible leaders.MissionWe are in the business of transforming lives through education, engagement, and experiences.Strategic Goals and Values. The six assignments must be done in the Excel file that is provided. Assignment Guidelines Weight; Exam 1, Exam 2, Class Participation: The TWO EXAMS (40% + 50%) will consist of essay-type questions, graphic analysis, as well as some problems that require quantitative analysis, in which the student is asked to explain and/or solve with accuracy and clarity issues of a particular topic covered by the syllabus. Course Contents . The course objective is to acquaint students with the theoretical foundation of modern The course is broken into four parts. Your syllabus should include the following: • APA cover page • Classroom management rules and expectations regarding student participation • Course description • Course introduction that includes a rationale for the course Both may feature individual assignments and cooperative group projects, and both require you to take exams to show you are learning the course material. The UNL Writing Center can provide you with meaningful support as you write for this class as well as for every course in which you enroll. Student FAQs: For more information about UWG COVID-19 guidance for students visit the Student FAQ webpage. Finance 205/720. This also includes making plans for internet access at whatever location participation may occur.Virtual or in-person proctored exams, if your instructor should require them, may result in an additional cost to the student. 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2020 portfolio management course syllabus