BA 47: Investment Management
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About
Studies investment policy for individuals and institutions, the structure of rates in the financial markets, the problem of investment timing and selection, the principles of financial analysis of individual security issues.
Pre-requisite: BA 43 (MG 103)
Objectives:
General:
- To properly acquaint the students of the various categories of investments and the corresponding risk attached to them...
Specific:
- To introduce to the students the various categories of investments and how to spread the risk.
- To acquaint the students the latest forms of investment in the financial market.
- To build confidence in the students in financial reporting.
Textbook: Lecture Notes for BA 47 (INVESTMENT MANAGEMENT) by Prof. Danilo Dizon Reyes
Methodology:
- Lectures and Discussions-Method A
- Project-Method B
- Homework, Graded Recitations and Quizzes-Method C
- Long Examinations-Method D
Course Requirements:
A. 4 long Quizzes @ 12.5% =50%
B. 2 Individual reports on current trends and events @ 10% = 20
C. Individual performance in the stock market 10
D. Group report on investments 10
E. Others: Attendance, Class Behavior 10
Total 100%
Grade Conversion:
Below 60% F 76 to 80% 3.0
60 to 63% 1.0 81 to 85% 3.5
64 to 67% 1.5 86 to 90% 4.0
68 to 71% 2.0 91 to 95% 4.5
72 to 75% 2.5 96 to 100% 5.0
References:
- Gitman, Lawrence j., et al, Fundamentals of Investing, 9th edition, Pearson Education so. Asia Pte, Ltd, Jurong, Singapore
- Ilano, alberto R., et al, Investment management and the Philippine Stock Exchange, 2nd Edition, Raintree Publishing, Inc. 760 Boni Avenue, Mandaluyong.
- Current events on investment in Philippine Star Business Section
- Internet references