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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

    About this paper

    Paper title Applied Investments
    Subject Finance
    EFTS 0.15
    Points 18 points
    Teaching period Semester 1 (On campus)
    Domestic Tuition Fees ( NZD ) $937.50
    International Tuition Fees Tuition Fees for international students are elsewhere on this website.
    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


    Semester 1

    Teaching method
    This paper is taught On Campus
    Learning management system


    Stream Days Times Weeks
    M1 Wednesday 12:00-13:50 9-13, 15-22
    Thursday 12:00-13:50 9-13, 15-16, 18-22
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