Techniques for empirical testing and practical application of investment theory.
This paper covers applied investments with the following emphases in this order:
- Investment world; institutional capital markets; quantitative fund management; equities; practitioner applications of theory; empirical tests and stylised facts
- Basic spreadsheet skills; fundamental and technical analysis; trading; fundamental fund management
- Personal finance; options; fixed income; corporate finance perspective
|Paper title||Applied Investments|
|Teaching period||First Semester|
|Domestic Tuition Fees (NZD)||$863.25|
|International Tuition Fees (NZD)||$4,276.80|
- FINC 202
- Schedule C
- Teaching staff
- Professor Timothy Crack
- Teaching Arrangements
- Foundations for Scientific Investing, latest edition, Author: Crack, T F
- Course outline
View the most recent Course Outline
- Graduate Attributes Emphasised
- Global perspective, Critical thinking, Information literacy, Self-motivation.
View more information about Otago's graduate attributes.
- Learning Outcomes
- Loosely speaking, "To get our hands dirty and to learn the names of things"
- Improve quantitative critical-thinking skills relevant to capital-markets-investments decision making
- Improve data-analysis skills
- Gain empirical knowledge of the financial markets: mostly equity, some derivatives and fixed income
- Grasp big-picture understanding of portfolio construction, different styles of investing and some of the important T-cost issues
- To understand key issues surrounding the choice of active versus passive investing (from both the manager and investor perspectives)
- Improve some practitioner skills: like data-handling protocols and spreadsheet construction
- Separate practitioner wheat from academic chaff
- Time permitting - to discuss at least ten cutting-edge current practitioner techniques, results, products or trends
Further information about teaching staff, tutorial times, assessment details, reading lists and learning objectives is available in the PDF below.
Download Course Outline for FINC 302 (PDF 187kb)