The primary set of additional readings and problems provided by the instructor for this course can be linked to in the MGMT 6030 Readings and Coursepack page. Students should first focus their readings on material from this Coursepack. Additional readings may be linked to below. Some of these readings may be particularly useful for students who are experiencing difficulties with the lectures and Coursepack. In addition, there are more exercises in the MGMT 6030 Additional Problems page . Students who are interested in more advanced or other readings in finance not necessarily related to this course can link to Professor Teall's recommended readings . There may also be a few readings on this recommended list that would be useful for this course. Readings will be added here from time-to-time.

The material here is provided in *.pdf format which can be downloaded by selecting the appropriate links. After downloading, you will need to access this material with Adobe Acrobat Reader . If you do not have this program, it can be downloaded without cost by linking to Adobe's site , selecting the "Get Acrobat Reader link" and following instructions. Feel free to report any difficulties to or obtain any needed assistance from  John Teall .

Check this page regularly because more materials will be added as the term progresses.

Links to Additional Readings and Problems
Perhaps the most important set of readings for this course is from the Readings and Coursepack . Exercises and solutions follow each chapter. Additional readings are suggested here.

  I.  OPTIONAL READINGS FOR INTERESTED STUDENTS

II.  INTRODUCTION AND REVIEW OF PREREQUISITE TOPICS
All students enrolled in MGMT 6030 should ensure that they have adequate preparation in introductory finance and mathematics. Reviews are available for the course as follows

Review of prerequisite very basic quantitative material:
2   Review of Elementary Mathematics: Functions and Operations
    2.A  Introduction
    2.B  Variables, Equations and Inequalities
    2.C  Exponents
          Application 2.1  Interest and Future Value
    2.D  Order of Arithmetic Operations and Rules of Algebra
          Application 2.2 Initial Deposit Amounts
    2.E The Number e
    2.F  Logarithms
          Application 2.3  Time Needed to Double One’s Money
    2.G  Subscripts
    2.H  Summations
          Application 2.4  Mean Values
    2.I Double Summations
    2.J   Products
          Application 2.5  Geometric Mean Return
          Application 2.6  The Term Structure of Interest Rates
    2.K  Factorial Products
          Application 2.7  Deriving the Number e
    2.L  Permutations and Combinations
          Exercises
 Appendix 2.A An Introduction to the Excel Spreadsheet
3   Review of Elementary Mathematics: Algebra and Solving Equations
    3.A  Algebraic Manipulations
          Application 3.1  Purchase Power Parity
          Application 3.2  Finding Break-Even Production Levels
          Application 3.3  Spot and Forward Interest Rates
    3.B The Quadratic Formula
          Application 3.4  Finding Breakeven Production Levels
          Application 3.5  Finding the Perfectly Hedged Portfolio
    3.C  Solving Systems of Equations Containing Multiple Variables
          Application 3.6  Pricing Factors
          Application 3.7  External Financing Needs
    3.D  Geometric Expansions
          Application 3.8  Money Multipliers
    3.E  Functions and Graphs
          Application 3.9  Utility of Wealth
          Exercises
 Appendix 3.A  Solving Systems of Equations on a Spreadsheet

The following is review material from an introductory finance course:

4   Time Value of Money
    4.A  Introduction and Future Value
    4.B  Simple Interest
    4.C  Compound Interest
    4.D  Fractional Period Compounding of Interest
    Application 4.1 APY and Bank Account Comparisons
    4.E  Continuous Compounding of Interest
    4.F Annuity Future Values
    Application 4.2  Planning for Retirement
    4.G  Discounting and Present Value
    4.H   Present Value of a Series of Cash Flows
    4.I  Annuity Present Values
    Application 4.3  Planning for Retirement, Part II
    Application 4.4 Valuing a Bond
    4.J Amortization
    Application 4.5  Determining the Mortgage Payment
    4.K  Perpetuity Models
    4.L Single Stage Growth Models
    Application 4.6  Stock Valuation Models
     4.M Multiple Stage Growth Models
    Exercises
    Appendix 4.A Time Value Spreadsheet Applications

5   Return, Risk and Co-movement
    5.A  Return on Investment
          Application 5.1  Fund Performance
    5.B  Geometric Mean Return on Investment
    Application 5.2  Fund Performance, Part II
    5.C  Internal Rate of Return
    5.D  Bond Yields
    5.E  Introduction to Risk
    5.F  Expected Return
    5.G Variance and Standard Deviation
    5.H Historical Variance and Standard Deviation
    5.I   Covariance
    5.J  Coefficient of Correlation and Coefficient of Determination
    Exercises
    Appendix 5.A Return and Risk Spreadsheet Applications
6   Elementary Portfolio Mathematics
    6.A  Introduction to Portfolio Analysis
    6.B  Portfolio Return
    6.C  Portfolio Variance
    6.D Diversification and Efficiency
    6.E The Market Portfolio and Beta
    6.F  Deriving the Portfolio Variance Expression
          Exercises
 
 
 
 
 

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