Since this course aims to provide a thorough understanding of the components of equity investment management, it is especially relevant to students planning to eventually work in a financial capacity in business.  Major blocks of the course is as follows:
 

Though there are many calculator that you can use for this course, the basic logical structure of their (financial calculators) programs is same. We would provide an Introduction to Financial Calculators, so that everybody knows what should you do for classical finance problems. If you are not a business major, as long as you have a calculator which does perform exponential operations (raising a number to some power), you can use your calculator along with equations (in textbook) to solve any financial problem.

Since many students have raised concern with respect to "memorizing too many equations", in order to assure that everyone has access to correct and relevant information, I have prepared a Formulae Sheet for your daily use and/or for test purpose. Please note that not all formulae in the sheet are discussed in class and some of the more fundamental concepts is not included either.

Since THE MOST WANTED topics among students is WHAT IS ON THE TEST, I have provided you with sample tests and quizzes so you could refer to these as a GUIDE for your test. This by no means implies that you should suffice to sample tests for your exam, but rather the sample tests should be used as merely a GUIDELINE! Your text book, my lectures and articles are pertinent parts of your exams.

List of Tests
List of Exams Mid Term Final

This course is highly quantitative. Without a doubt, then, one of the most valuable skills here is technical and quantitative proficiency. As such, I prepare number of homework assignments to provide you with examples of real problems and help you to develop a practical sense of fund management.
A description of the assignments and related material are provided:

Homeworks:
List of Homeworks Homework 1 Homework 2

Related Work Sheets:
List of Worksheets Worksheet 1 Worksheet 2 Worksheet 3 Worksheet 4 Worksheet 5 Worksheet 6 Worksheet 7

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You may download the lecture notes via following links. You may customize the notes at your discretion.

Lecture Notes:
List of Notes Stock Selection Investment Policy Statement Economy and Stocks Individual Investors Institutional Investors Asset Allocation Equity Portfolio Management Alternative Investments Monitoring and Rebalancing Performance Evaluation

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Reading about how to manage a portfolio is one thing, having done it is another. This project will allow you to experience first hand how portfolio management works, as close as we can get.  This project is a key ingredient of the course and I expect you to devote your utmost attention.  I am sure that you will find this to be an exciting learning experience.

• Fund Manager Game