Đồ án, luận văn, do an, luan van

GOALS Organize qualitative data into a frequency table. Present a frequency table as a bar chart or a pie chart. Organize quantitative data into a frequency distribution. Present a frequency distribution for quantitative data using histograms, frequency polygons, and cumulative frequency polygons.

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The Market System Known as capitalism Characteristics of market systems: Private property Freedom of enterprise and choice Self-Interest Competition Markets and prices Australia, Switzerland, and the U.K.

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The Four Stages of the Investment Process 1. Specifying objectives 2. Specifying constraints 3. Formulating policy 4. Monitoring and updating portfolio

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Basic Considerations in Developing a Plan • The major goal is retirement planning. • Time until retirement – When do you plan to retire? – When can you collect Social Security? • Life expectancy – How long will you live after you retire? • Rate of return – How much risk are you willing to take? • Allocation of income to savings – How much...

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Background • Clearly, U.S. stocks do not comprise a fully diversified equity portfolio. • International investing provides greater diversification opportunities. • It also carries some special risks.

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Chapter Summary  Objective: To introduce the most widespread approaches to risk adjustment for performance evaluation.  Introduction  The Conventional Theory of Performance Evaluation  Market Timing

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Futures and Forwards • Forward – a deferred-delivery sale of an asset with the sales price agreed on now. • Futures - similar to forward but feature formalized and standardized contracts. • Key difference in futures – Standardized contracts create liquidity – Marked to market – Exchange mitigates credit risk

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Chapter Summary  Objective: To discuss factors that affect option prices and to present quantitative option pricing models.  Factors influencing option values  Black-Scholes option valuation  Using the Black-Scholes formula  Binomial Option Pricing

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Market and Exercise Price Relationships In the Money - exercise of the option would be profitable Call: market price>exercise price Put: exercise price>market price Out of the Money - exercise of the option would not be profitable Call: market price>exercise price Put: exercise price>market price At the Money - exercise price and asset pric...

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Financial Statement Analysis • Financial statement analysis can be used to discover mispriced securities. • Financial accounting data are widely available, but – Accounting earnings and economic earnings are not always the same thing!

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