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The schedule below outlines the associated timeframes and assignments that we will be covering in this course. Note that assignments are due based on the Eastern Time zone (ET). This ensures that all students have the same deadlines regardless of where they live.

  • Course length: 7 weeks

Each assignment is identified as individual (I), team (T), graded (G), or ungraded (U).


Week 1
Lesson 1: Introduction to Risk, Return, and Historical Record
Timeframe:

Week 1

Readings:

Textbook

  • Read the assigned textbook reading.
Assignments:
  1. Morningstar Direct Software Installation (I, U)
  2. Concept Checks (5.1 and 5.5) (I, U)
  3. End-of-Chapter Problems (5, 7, 9, 10, 11, 13, and 15) (I, U)
  4. CFA Problems (1, 2, 3, 4, 5, 6, and 7) (I, U)
  5. Interest Rates Discussion Forum (I, G)

Note: All assignment problems in the course for Concept Checks, End-of-Chapter Problems, and CFA Problems are located in the Bodie et al. text.

All assignments are due by 3:00 AM Eastern Time (ET) on Monday unless noted otherwise.
Week 2
Lesson 2: Risk Aversion and Capital Allocation to Risky Assets
Timeframe:

Week 2
Readings:

Textbook

  • Read the assigned textbook reading.
Assignments:
  1. Concept Checks (6.2, 6.4, and 6.5) (I, U)
  2. End-of-Chapter Problems (8-19) (I, U)
  3. CFA Problems (1-9) (I, U)
  4. Quiz 1 (I, G)
  5. Risk Tolerance Discussion Forum (I, G)

All assignments are due by 3:00 AM Eastern Time (ET) on Monday unless noted otherwise.
Week 3
Lesson 3: Optimal Risky Portfolios
Timeframe:

Week 3

Readings:

Textbook

  • Read the assigned textbook reading.

Library Reserves

  • *Statman, M. (1987). How many stocks make a diversified portfolio? Journal of Financial and Quantitative Analysis. 22(3), 353-363.
* This article can be accessed through the library's electronic reserves system.
Assignments:
  1. Concept Check Problem (7.1) (I, U)
  2. End-of-Chapter Problems (1-4) (I, U)
  3. Diversification Risk Discussion Forum (I, G)

All assignments are due by 3:00 AM Eastern Time (ET) on Monday unless noted otherwise.
Week 4
Lesson 4: Optimal Risky Portfolios and Midterm
Timeframe:

Week 4

Readings:

Textbook

  • Read the assigned textbook reading.
Videos:
  • "Portfolio Theory and Diversification"
    Note: View this video to complete the discussion forum activity for this lesson. The video can be accessed from the lesson's assignment page. (Total time: 67:14)
Assignments:
  1. End-of-Chapter Problems (7, 9, 10, 12, 14, 15, and 16) (I, U)
  2. CFA Problems (1, 2, 3, 9, 11, 12, and 13) (I, U)
  3. Morningstar Direct (I, G) Note: This assignment is not due until the end of Week 6.
  4. Midterm Exam (I, G)
  5. Portfolio Theory and Diversification Discussion Forum (I, G)
  6. Complete the Midterm Feedback Survey. (I, U)

All assignments are due by 3:00 AM Eastern Time (ET) on Monday unless noted otherwise.
Week 5
Lesson 5: Mutual Funds and Other Investment Companies
Timeframe:

Week 5

Readings:

Textbook

  • Read the assigned textbook reading.
Videos:
  • "Portfolio Management"
    Note: View this video to complete the discussion forum activity for this lesson. The video can be accessed from the lesson's assignment page. (Total time: 71:23)
Assignments:
  1. End-of-Chapter Problems (Complete all problems except for 17, 20, and 23) (I, U)
  2. Portfolio Management Discussion Forum (I, G)
  3. Morningstar Direct (I, G) Note: Continue working on the Morningstar Direct assignment. This assignment is not due until the end of Week 6.

All assignments are due by 3:00 AM Eastern Time (ET) on Monday unless noted otherwise.
Week 6
Lesson 6: CAPM, Asset Pricing Models, and Market Efficiency
Timeframe:

Week 6

Readings:

Textbook

  • Read the assigned textbook reading.
Videos:
  • "Efficienct Markets vs. Excess Volatility"
    Note: View this video to complete the discussion forum activity for this lesson. The video can be accessed from the lesson's assignment page. (Total time: 68:17)
Assignments:
  1. CFA Problems (Chapter 9, 1-7 and 12) (I, U)
  2. CFA Problems (Chapter 11, 1-10) (I, U)
  3. Quiz 2 (I, G)
  4. Market Efficiency Discussion Forum (I, G)
  5. Morningstar Direct (I, G) Note: Continue working on the Morningstar Direct assignment. This assignment is due the end of Week 6.
  6. Complete the Morningstar Direct Survey. (I, U)

All assignments are due by 3:00 AM Eastern Time (ET) on Monday unless noted otherwise.
Week 7
Lesson 7: Portfolio Performance Evaluation and Final Exam
Timeframe:

Week 7

Readings:

Textbook

  • Read the assigned textbook reading. 

Library Reserves

  • *Malkiel, B. G. (1995). Returns from investing in equity mutual funds. The Journal of Finance. 50(2), 549-572.

* This article can be accessed through the library's electronic reserves system.
Assignments:
  1. End-of-Chapter Problems (4, 5, 6, 7, and 15) (I, U)
  2. CFA Problems (1, 2, 4, 5, 6, 7, and 8) (I, U)
  3. Final Exam (I, G)
  4. Mutual Fund Performance Evaluation Discussion Forum (I, G)

All assignments are due by 3:00 AM Eastern Time (ET) on Monday unless noted otherwise.

 

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