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| Investments (Business 442) Professor Siaw-Peng Wan 307 Lehmann Hall (617-3112) Phone: (630)617-3112 Fax: (630)617-5187 |
Spring 1998 Tu 4-6 p.m. or by appointment siawpeng@elmhurst.edu |
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This course is designed to analyze the environment in which an individual will make investment decisions under uncertainty. To achieve this goal, the course will begin with a brief overview of the financial markets and financial instruments, followed by detailed discussions of some of the common concepts in investment: risk and return, diversification, CAPM (Capital Asset Pricing Model), etc. We will focus on analyzing two types of financial assets (stocks and bonds) in this course. We will also discuss the derivatives (i.e. options and futures) and mutual funds markets briefly when time permits.
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Business 340 (Business Finance)
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1. Course packet available at the bookstore. 2. Kenneth M. Morris and Alan M. Siegel, The Wall Street Journal Guide to Understanding Money and Investing, A Lightbulb Press.
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1. Douglas Hearth and Janis K. Zaima, Contemporary Investments: Security and Portfolio Analysis, 2nd Edition, Dryden. 2. The Wall Street Journal 3. Business Week |
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Exam 1 Exam 2 Exam 3 |
March 10 April 21 May 19 |
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Exam 1 Exam 2 Exam 3 Homework Investment Challenge Spreadsheet/Internet Assignments |
20% 20% 20% 10% 15% 15% |
 *It will be adjusted if necessary |
90-100% 80-89% 70-79% 60-69% Below 59% |
A B C D F |
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1. Attendance is expected for this course, though not strictly enforced. Your textbook serves mostly as a reference for this course, and a lot of the class materials are drawn from other sources. As a result, you might not be able to understand some of the materials if you miss classes. 2. Participation is essential in the classroom. Even though a student's grade is not dependent on classroom participation, it will become a factor when making decision on borderline cases. 3. We will be going over examples in class and many of them required the use of a calculator, so remember to bring one with you every time. It is also recommended that you bring a ruler to class for drawing the graphs. It is recommended that you have a binder which you can use to store all the handouts (which contain the examples) handed in class. 4. You need to provide the professor with acceptable excuses if you are going to miss any of the quizzes (3 day notice) and exams (1 week notice). Failure to do so will not enable you to make up for the missed quizzes and exams. 5. You are required to have a subscription of Business Week and the Wall Street Journal. However, you can pool your resources with another classmate to pay for the subscriptions. 6. Each of the three exams has two parts: take-home and in-class. The take-home part is made up of problems and case studies, and the in-class part is made up of multiple choices and short answers. You are allowed to work as a group on the take-home part, but you need to turn in your own exam. 7. You need to have an e-mail account no later than the second week of the semester. You can get the e-mail account from the Computer Service Department in the CSTC building. However, if you have an online service (such as American Online), you can use the e-mail account that comes with it. 8. The Elmhurst College Student Code of Academic Conduct and Honesty outlined in the E-Book is strictly enforced in this class. Each student is responsible for knowing the penalties for academic dishonesty. |
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I. Investment Objectives, Constraints, and Strategies II. Risk, Return and Diversification
III. Financial Instruments
IV. Financial Environment
V. Modern Portfolio Theory
V. Capital Asset Pricing Model
VI. Efficient Market Hypothesis
VII. Bond analysis
VIII. Stock Analysis
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