Course Description
The UIndy Student Fund (USF) is a portfolio of financial assets managed by a group of students under the direction of a faculty advisor. The assets are invested under the policies contained in an Investment Policy Statement, which is reviewed annually and approved by the University board of trustees. The USF is designed to provide students with hands on experience in performing security analysis and portfolio management, while developing skills necessary to succeed as an investment professional.
During this course, students will be expected to participate in a series of activities designed to further their knowledge of security analysis and investment banking. The activities will include a review of market research, fundamental analysis of securities, research report creation, and end with a presentation / recommendation to an investment committee. Most work is self-directed and students are expected to allocate a significant amount of time outside class time for this course.
Required Textbooks & Materials
Essentials of Investments by Bodie, Kane and Marcus, 10th edition, McGraw Hill, 2017
The Five Rules for Successful Stock Investing: Morningstar’s Guide to Building Wealth and Winning in the Market by Pat Dorsey, 1st Edition, Wiley (2014)
The Intelligent Investor: A Book of Practical Counsel, by Graham, B., & Zweig, J., Revised edition, New York: Collins Business Essentials. (2005). – ONLY RECOMMENDED
Investment News Sites
Prerequisites
FIN 350
FIN 440 Syllabus
Syllabus – Content of web and material in class supplements syllabus
Weblink Assignments ( * requires UIndy intranet access)
- Intelligent Investor review
- IPS Links – IPS overview – IPS: UIndy Student Fund * – IPS: UINDY *
- AI Links – Business Plan – Financial Reports – Bard Report Writing
- AI Engines – Bard – ChatGPT
- How to write research reports
- Industry Assignments – S&P Industry Sectors
- Industry Analysis
- Industry Thesis
- Industry Research
- BCF Report *
- Security selection
- Argo Company report sample *
- Company Thesis
- Company research
- Company analysis – Zacks
- Analyst call research
- CFA report template *
- Argo Presentation sample *
- M&A News
- M&A research
- IPO research
- Telecom SBA report *
- Company valuation Data
- Company valuation models – B
- Company valuation research – A
- Company valuation research – B
- Market-Risk-Premia Website
- NYU Expected Risk Premium Data
- DCF Valuation Model * and Valuation Model *
- CAPM and Betas
- Unlevered beta calculations
- Keuric report *
- Walmart report *
- Walmart presentation *
Academic Dishonesty and Plagiarism
You must not adopt or reproduce ideas, words, or statements of another person without giving an appropriate acknowledgement to the source. You must give due credit to the originality of others and acknowledge an indebtedness wherever you:
- Quote another person’s actual words, either oral or written;
- Paraphrase another person’s words, either oral or written;
- Use another person’s ideas, opinions, or theories; or
- Cite facts, statistics, or other illustrative material, unless the information is common knowledge.
All assignments must be your original work and not the work of other students. Neither group work nor the individual work of another student may be submitted by you. Submission of such work will be considered academic misconduct. Incidents of academic misconduct, dishonesty and/or plagiarism will be handled as per the Student Handbook.
The University of Indianapolis maintains a university license agreement for an online text matching service called Turnitin. At my discretion, I will use this web-based plagiarism detection service and/or require students to submit work to this service to determine the originality of student papers. A random 4-digit ID number will be assigned to each student prior to submission to this web-based plagiarism detection service.