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FINC302 Applied Investments

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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:

  1. Investment world; institutional capital markets; quantitative fund management; equities; practitioner applications of theory; empirical tests and stylised facts
  2. Basic spreadsheet skills; fundamental and technical analysis; trading; fundamental fund management
  3. Personal finance; options; fixed income; corporate finance perspective

Paper title Applied Investments
Paper code FINC302
Subject Finance
EFTS 0.15
Points 18 points
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.

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FINC 202
Schedule C
Teaching staff

Dr. Muhammad A. Cheema

Teaching Arrangements

This paper is taught via lectures.


Crack, T.F. Foundations for Scientific Investing, latest edition.

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

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Semester 1

Teaching method
This paper is taught On Campus
Learning management system


Stream Days Times Weeks
M1 Wednesday 12:00-13:50 9-15, 17-22
Thursday 12:00-13:50 9-15, 17-22


Stream Days Times Weeks
Attend one stream from
A1 Thursday 15:00-15:50 21
A2 Thursday 16:00-16:50 21
A3 Friday 15:00-15:50 21
A4 Friday 16:00-16:50 21
A5 Thursday 15:00-15:50 22
A6 Thursday 16:00-16:50 22
A7 Friday 15:00-15:50 22
A8 Friday 16:00-16:50 22