Course Orientation-About the Course
Welcome to Investments II: Lessons and Applications for Investors (the launching of a sequel)!
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Get to know Scott (introductory video used for his iMBA course)
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See the “Movie Trailer” for Scott’s Course!
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Syllabus
Video Lecture Transcripts
A Preview of Coming Attractions: Introduction Videos for Modules 1-4
What You Will Learn: Course Summary with Animations
Learning from the Experts: Full Collection of Faculty Focus Episodes
About the Discussion Forums
Learn on Your Terms
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Online Education at Gies College of Business
Course Orientation-About Your Classmates
Updating Your Profile
Module 1: Fundamentals and Composition of Returns-Module 1 Introduction
Module 1 Introduction ("High Stakes Poker Game" and Module in 60)
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Module 1: Fundamentals and Composition of Returns-Module 1 Information
Module 1 Overview
Module 1 Spreadsheet
Module 1 Readings
Module 1: Fundamentals and Composition of Returns-Lesson 1-1: Review of Fundamentals of Investments
1-1.1. Basics of Return and Risk
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1-1.2. Capital Asset Pricing Model (CAPM)
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1-1.3. 3-Factor Model and Market Efficiency
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1-1.4. Interpretation of Regression Model Results
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1-1.5. Regression Analysis of Returns to Small-Value Stocks
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Module 1: Fundamentals and Composition of Returns-Lesson 1-2: Composition of Returns
1-2.1. Dividends, Capital Gains, and Firm Payout Policy
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1-2.2. Realization-Based Capital Gains Tax
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1-2.3. Seasonality in Stock Returns
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Module 1: Fundamentals and Composition of Returns-Module 1 Summary and Graded Quiz
Summary of Module 1 with Animations
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Module 2: Investment Decisions in DC Pension Plans-Module 2 Introduction
Module 2 Introduction ("Talking Retirement Plans in the Playroom" and Module in 60)
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Module 2: Investment Decisions in DC Pension Plans-Module 2 Information
Module 2 Overview
Module 2 Readings
Module 2: Investment Decisions in DC Pension Plans-Lesson 2-1: Key Biases in Investment Decisions
2-1.1. Overview of Key Biases in Decisions
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2-1.2. Representativeness
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2-1.3. Familiarity Bias and Background Risk
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2-1.4. Endorsement Effects
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2-1.5. Naïve Diversification
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2-1.6. Inertia
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2-1.7. Option Confusion
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2-1.8. Power of Defaults
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2-1.9. Bottom Line on Biases in Investment Decisions
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Module 2: Investment Decisions in DC Pension Plans-Lesson 2-2: Annuities
2-2.1. Faculty Focus with Dean Jeffrey Brown (interview)
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Module 2: Investment Decisions in DC Pension Plans-Module 2 Summary and Graded Quiz
Summary of Module 2 with Animations
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Module 3: Performance of Individual Investors-Module 3 Introduction
Module 3 Introduction ("Picking a Portfolio at the Pub" and Module in 60)
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Module 3 Overview
Module 3 Readings
Module 3: Performance of Individual Investors-Lesson 3-1: Overview of the Performance of Individual Investors
3-1.1. Overview of the Performance of Individual Investors
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Module 3: Performance of Individual Investors-Lesson 3-2: Key Behavioral Biases of Individual Investors
3-2.1. Overconfidence
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3-2.2. Loss Aversion
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3-2.3. Effects of Loss Aversion (Part 1): Loss Aversion & Tax Incentives for Stock Trades
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3-2.4. Effects of Loss Aversion (Part 2): Personal Connection to Asset
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3-2.5. Effects of Loss Aversion (Part 3): Corporate Finance Decisions
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3-2.6. Faculty Focus with Professor Yuhai Xuan (interview)
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3-2.7. Effects of Loss Aversion (Part 4): Explanation for Momentum?
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3-2.8. Effects of Loss Aversion (Part 5): Importance of Endowment
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3-2.9. Emotion and Financial Decisions
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Module 3: Performance of Individual Investors-Lesson 3-3: Any Skill on Part of Individual Investors?
3-3.1. Local Investments
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3-3.2. Changing Nature of Individual Investors?
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Module 3: Performance of Individual Investors-Module 3 Summary and Graded Quiz
Summary of Module 3 with Animations
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Module 4: Performance of Mutual Funds and Search for Alpha-Module 4 Introduction
Module 4 Introduction ("Reliving Past Glory with a Visit to the Track" and Module in 60)
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Module 4: Performance of Mutual Funds and Search for Alpha-Module 4 Information
Module 4 Overview
Module 4 Recommended Reading
Module 4 Readings
Module 4: Performance of Mutual Funds and Search for Alpha-Lesson 4-1: Performance of Mutual Funds
4-1.1. Overview of Performance of Mutual Funds
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4-1.2. Fees and Fund Performance
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4-1.3. Brokers and Fund Performance
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4-1.4. Trends in Mutual Fund Industry
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Module 4: Performance of Mutual Funds and Search for Alpha-Lesson 4-2: Search for Alpha
4-2.1. Introduction to Search for Alpha
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4-2.2. Mutual Fund Disclosure
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4-2.3. Mutual Funds and Local Investments
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4-2.4. Information Networks and Performance
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4-2.5. Closet Indexing and Performance Persistence
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4-2.6. Valuing Complicated Firms and Exploiting Inattention
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4-2.7. Faculty Focus with Professor Joshua Pollet (interview)
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4-2.8. Potential Modern Sources of Information
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4-2.9. Faculty Focus with Professor Jiekun Huang (interview)
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Module 4: Performance of Mutual Funds and Search for Alpha-Lesson 4-3: Economics of Industry and International Evidence
4-3.1 Economics of Mutual Funds
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4-3.2 International Evidence on Active Mutual Fund Management
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Module 4: Performance of Mutual Funds and Search for Alpha-Module 4 Summary and Graded Quiz
Summary of Module 4 with Animations
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Course Conclusion-Course Conclusion
Conclusion of Investments II (and farewell from Scott!)
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Congratulations on completing the course!
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