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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 First Semester (On campus)
Domestic Tuition Fees (NZD) $872.70
International Tuition Fees (NZD) $4,405.05

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Prerequisite
FINC 202
Schedule C
Commerce
Contact
accountancyfinance@otago.ac.nz
Teaching staff
Professor Timothy Crack
Teaching Arrangements

This paper is taught via lectures.

Textbooks
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

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Timetable

First Semester

Location
Dunedin
Teaching method
This paper is taught On Campus
Learning management system
Blackboard

Lecture

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