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INVESTMENTS

Lahore School of Economics


Course: Class: Section: Term: Course Instructor: Contact Information: Investments (FNC 402) BBA IV A&K Winter 2011 Ms. Maha Ijaz maha_ejaz@hotmail.com

Course Objective The main objective of this course is to introduce basic Investment concepts to the students and to provide them with conceptual background as well as practical tools to undertake financial investment decisions. The determinants of investment decisions for investors are analyzed and different assets such as money market accounts, bonds, and common stocks are evaluated. Basics of derivatives such as Options and Futures are also covered. In addition students will get a primary exposure to tracking and making sense of global as well as local financial markets information, through market-data gathering and trend-analysis. Teaching Strategy The teaching methodology includes lectures, discussion sessions, quizzes, assignments, and group presentations. Emphasis will be placed on attendance, participation, and contribution in class. Core Reading List 1) C.P.Jones: Investments, Analysis & Management, 9th edition

NOTE: Book is available at Galaxy Book store.

2) CFA Level I, Fixed income, derivatives & alternative investments Group Project
Group of students will work on a Publicly listed company. They are expected to analyze the stock of the company based on the common stock evaluation techniques learned. They would also analyze the whole economy, specific industry and stock market performance over the years. Based on this analysis & following the top down approach, group is expected to analyze the stock and recommend a buy/ hold/ sell strategy for the stock. A Group presentation (15 min) on the equity portfolio with a topic focus and a 12 page report (11/2 line space, 12 Font) will be required at the end of the semester.

Checklist:

a) Form your 3-4 student group b) Choose a stock to analyze c) Write down brief analysis of economic situation of the country & performance of stock market over the years d) Recommend a buy/hold/sell strategy for the stock selected

Assessment Criteria
Final exam: Mid-term exam: Assignments: *Group Presentation: Quizzes: Class Participation: 35% (Cumulative) 25% 10% (Article Discussions & Assignments) 10% 15% 5%

*Every group has 3-4 students.

SYLLABUS
I. II. III. IV. V. VI. Introduction to Financial Assets & Markets Primary & Secondary Markets (Trading Mechanisms) Risk & Return Considerations Fixed Income Securities: Bonds Equities: Valuation Equities: Analysis

VII.

Derivatives: Futures & Options Basics

COURSE: INVESTMENTS (FNC-402)

Course Outline

Lectur e

Lecture Sessions Understanding Investments Understanding Investments Investment Alternatives Investment Alternatives Indirect Investing Indirect Investing Securities Markets
How Securities Are Traded How Securities Are Traded Returns and Risks Investing Returns and Risks Investing Bond Yields And Prices Bond Yields And Prices From From

1 2 3*1 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18

Chapter s 1 1 2 2 3 3 4 5 5 6 6 17 17

Session Details Introduction, Lecture Lecture, Discussion/ Assignment Lecture, Discussion/ Assignment Lecture, Discussion /Assignment Lecture, Discussion Assignment Lecture, Quiz # 1 Lecture, Discussion Lecture, Discussion Assignment Lecture, Discussion Assignment Lecture, Discussion Assignment Lecture, Quiz # 2 Lecture, Assignment Lecture, Revision Discussion discussion/

MID-TERM EXAM (all chapters covered)


Bonds: Analysis and Strategy Bonds: Analysis and Strategy Derivatives: FRA Derivatives: FRA

18 18 CFA CFA

Lecture, Discussion Assignment Lecture, Discussion Assignment Lecture, Discussion Assignment Lecture, Quiz # 3

19 20 21 22 23* 24 25* 26 27* 28

Derivatives: swaps Derivatives: swaps Derivatives: swaps

Interest Interest Interest

rate

CFA

Lecture, Discussion Assignment Lecture, Discussion Lecture, Discussion Assignment Lecture, Discussion Assignment Lecture, Discussion Assignment Lecture, discussion QUIZ 4 (Retake quiz) Discussion, Make-up session Executive Summary & Report DUE

rate CFA rate CFA

Derivatives: options
Derivatives- Options Derivatives- Futures Basics Derivatives- Futures Basics

CFA CFA CFA CFA

Presentations Groups 1-6 Presentations Groups 7-11 FINAL EXAM (cumulative)

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