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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||Semester 1 (On campus)|
|Domestic Tuition Fees (NZD)||$887.55|
|International Tuition Fees||Tuition Fees for international students are elsewhere on this website.|
- FINC 202
- Schedule C
- Teaching staff
- Teaching Arrangements
This paper is taught via lectures.
Crack, T.F. Foundations for Scientific Investing, latest edition.
- Course outline
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- 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