Note that this is a tentative outline and the actual coverage will depend on the pace of progress of the class. L# Date Topics Reading January 22 Syllabus and Introduction PH: Chapter 1 1 2 January 29 Investing thorough Mutual Funds PH: Chapters 1&2 How Mutual Funds Work 3 February 5 Cost of Mutual Funds PH: Chapters 5&11 Mutual Funds-Sales and Operations February 12 Comparing Mutual Funds-I PH: Chapter 3&4 4 5 February 26 Comparing Mutual Funds-II PH: Chapter 3&4 In-Class Excel Analysis March 5 Mutual Fund Portfolio Management PH: Chapter 6 6 7 March 19 In-Class Case Discussion Reading- PH Chapter 10 (Bill Miller and Value Trust) Individual Project Discussion March 26 Mutual Fund Portfolio Management PH: Chapters 7&8 8 9 April 2 Implementing Portfolio Decisions: Trading PH: Chapter 9 Case I: Pittinos Financial Advisers April 9 Reading- PH Chapters 17&18 10 Case I Discussion April 23 Retirement Saving through 401(k) Plans PH: Chapters 12&13 11 In-Class Case Discussion (Managing a 401(k) Fund) 12 April 30 Beyond Traditional Funds PH: Chapters 15&16 Case II: Liquidity, Mutual Funds, an Reflow Management, LLC. May 7 13 Case II Discussion
Note that this is a tentative outline and the actual coverage will depend on the pace of progress of the class. L# Date Topics Reading 1 January 22 Syllabus and Introduction PH: Chapter 1 2 January 29 Investing thorough Mutual Funds How Mutual Funds Work PH: Chapters 1&2 3 February 5 Cost of Mutual Funds Mutual Funds-Sales and Operations PH: Chapters 5&11 4 February 12 Comparing Mutual Funds-I PH: Chapter 3&4 5 February 26 Comparing Mutual Funds-II In-Class Excel Analysis PH: Chapter 3&4 6 March 5 Mutual Fund Portfolio Management PH: Chapter 6 7 March 19 In-Class Case Discussion (Bill Miller and Value Trust) Individual Project Discussion Reading- PH Chapter 10 8 March 26 Mutual Fund Portfolio Management PH: Chapters 7&8 9 April 2 Implementing Portfolio Decisions: Trading Case I: Pittinos Financial Advisers PH: Chapter 9 10 April 9 Case I Discussion Reading- PH Chapters 17&18 11 April 23 Retirement Saving through 401(k) Plans In-Class Case Discussion (Managing a 401(k) Fund) PH: Chapters 12&13 12 April 30 Beyond Traditional Funds Case II: Liquidity, Mutual Funds, an Reflow Management, LLC. PH: Chapters 15&16 13 May 7 Case II Discussion
syllabus-mba_af_624-spring_2018.docx