...worth 15 points, or 15% of your grade • Due via email or Blackboard by 12/9 at 11:55pm • Report format must be Microsoft Word document, with .doc • Late submissions will lose .5 points per day late • Report should be 3 to 5 pages, no longer than that please You have a hypothetical $1 million portfolio of your own which you will use as the basis to create a financial plan for your future. Using the information contained in Chapter 14 of the textbook, Managing Portfolios: The Practice, you will use the Nine-Step Investment Process to create your own personal investment plan. Details of the Nine-Step Investment Process are found beginning on p. 14.3, and they include the following: The Nine-Step Investment Process 1. Develop an understanding of the client’s goals (your goals) 2. Identify a target rate of return 3. Agree on a time horizon 4. Determine the client’s tolerance for and capacity for risk 5. Define the asset classes 6. Determine an appropriate asset allocation 7. Create the IPS 8. Select the investments themselves 9. Monitor and adjust as needed Instead of planning for a client, you are planning for yourself and your own personal goals, assuming you have just received $1 million today. In doing so, you should consider your own investment horizon and specific life situation, as well as the current condition of the global markets. Your report must contain a narrative section for each of the 9 steps of the investment process, except for Step 7. You...
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...Investment Principles and Analysis Trinity University FNCE 3352 Spring 2010 INSTRUCTOR: Carl M. Hubbard, Ph.D., CFA Office: CGC N3l6; phone 999-7283, carl.hubbard@trinity.edu OFFICE HOURS: 9:30 – 11:30 MW; 2:30 – 4:00 TTh; Other times available by appointment. TEXTBOOK: Zvi Bodie, Alex Kane, and Alan J. Marcus. Essentials of Investments, 7th Edition. New York: McGraw-Hill, 2008. CALCULATOR: Texas Instruments BAII Plus Calculator COURSE OBJECTIVES The learning objectives for students in this course are: (l) improve your understanding of financial securities and markets, (2) develop the ability to analyze investment companies, common stocks, and bonds for investment decisions, (3) understand how options are valued and how option contracts are used in hedging and speculating, (4) understand how to apply security analysis techniques in relatively efficient capital markets, and (5) gain practical experience in trading securities. The prerequisite for this course is the completion of FNCE 3301 with a grade of C- or better. REQUIREMENTS OF THE COURSE 1. Complete the assigned readings and problems. 2. Attend and participate in each class meeting. 3. Complete the security analysis project. 4. Complete the three examinations as scheduled. READING AND PROBLEM ASSIGNMENTS The reading and problem assignments are designed to achieve the goals of the course and are to be completed in preparation...
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...Investment Principles and Analysis Trinity University FNCE 3352 Spring 2010 INSTRUCTOR: Carl M. Hubbard, Ph.D., CFA Office: CGC N3l6; phone 999-7283, carl.hubbard@trinity.edu OFFICE HOURS: 9:30 – 11:30 MW; 2:30 – 4:00 TTh; Other times available by appointment. TEXTBOOK: Zvi Bodie, Alex Kane, and Alan J. Marcus. Essentials of Investments, 7th Edition. New York: McGraw-Hill, 2008. CALCULATOR: Texas Instruments BAII Plus Calculator COURSE OBJECTIVES The learning objectives for students in this course are: (l) improve your understanding of financial securities and markets, (2) develop the ability to analyze investment companies, common stocks, and bonds for investment decisions, (3) understand how options are valued and how option contracts are used in hedging and speculating, (4) understand how to apply security analysis techniques in relatively efficient capital markets, and (5) gain practical experience in trading securities. The prerequisite for this course is the completion of FNCE 3301 with a grade of C- or better. REQUIREMENTS OF THE COURSE 1. Complete the assigned readings and problems. 2. Attend and participate in each class meeting. 3. Complete the security analysis project. 4. Complete the three examinations as scheduled. READING AND PROBLEM ASSIGNMENTS The reading and problem assignments are designed to achieve the goals of the course and are to be completed in preparation for the discussion of that...
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...Synthesis *Disclaimer: the views represented in the synthesis essay may not necessarily represent my personal opinions (I won’t write this disclaimer on the AP test). To live a meaningful life is awfully vague, for it can mean a life of happiness, of financial superiority, and of success. But the reason behind why the definition remains vague is clear: we become too obsessed with external factors and often forget ourselves--our character and our individuality. Thus, the prospect of a meaningful life continues to run away from us as we grow jealous of others who have more resources than we. To live a truly meaningful life that embraces both controllable and uncontrollable factors, we must resist trying to please others by avoiding the tendency...
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...THE IMPORTANCE OF TEACHING HUMANITIES IN HIGHER EDUCATION INSTITUTIONS: IN DEFENSE OF LIBERAL ARTS EDUCATION A Thesis Presented by Victoria Pleshakova to The Faculty of the Graduate College of The University of Vermont In Partial Fulfillment of the Requirements for the Degree of Master of Education Specializing in Interdisciplinary Studies May, 2009 Accepted by the Faculty of the Graduate College, The University of Vermont, in partial fulfillment of the requirements for the degree of niIaster of Education, specializing in Interdisciplinary Studies. Thesis Examination Committee: . 2 M d Johnson, 111, D.P.A. ,G!krMb. %.&I;-; Patricia A. Stokowski, Ph. D Interim Dean, Graduate College Date: March 4,2009 ABSTRACT The humanities have always been under attack in the higher education of the United States of America. Corporate culture of the university requires the most money distributed towards research and specialization, while making employability of the graduates the main goal of education. With two thirds of all majors being in business and finance, humanities don’t seem to play a big role in higher education overall. This work makes an attempt in defense of liberal arts education to our students, and the importance of teaching the subjects like English, Literature and Philosophy independent of a student’s major concentration. Even in our age of specialized and corporatized education, these courses are of great importance. These subjects can help...
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...are remarkably negative Most Americans look at today’s teenagers with misgivings and trepidation, viewing them as undisciplined, disrespectful and unfriendly...And people apply these criticisms to children across a broad economic spectrum, to children from disadvantaged backgrounds as well as to children from the middle and affluent classes. These words, taken from a 1997 Public Agenda survey and confirmed by a 1999 follow-up study, are disheartening.1 But while we may experience shock and disappointment when reading the results of these studies, few of us are surprised. These results are part of a larger story about young people — how we view their roles and the expectations we have of them — and are indicative of a larger narrative that casts many young people as less than full citizens. In effect, we, as a society, are telling young people that they lack the capacity to play meaningful roles in our communities. This story — this pattern of low expectations — is endemic rather than epidemic. It exists steadily and lastingly, rather than temporarily. This story is part of our folkways: we can find examples from Renaissance France, a newly independent United States, and last week’s newspaper. We can trace the story back to the psychological theories of Freud, Erickson and others that emphasize the sturm und drang (storm and stress) of adolescence, and to a shifting economy that has left older adolescents with few clear roles in their communities. Negative perceptions...
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...English-E11-12 7/27/07 2:24 PM Page 1 Ministry of Education The Ontario Curriculum Grades 11 and 12 English Printed on recycled paper 07-003 ISBN 978-1-4249-4741-6 (Print) ISBN 978-1-4249-4742-3 (PDF) ISBN 978-1-4249-4743-0 (TXT) © Queen’s Printer for Ontario, 2007 2007 REVISED CONTENTS INTRODUCTION 3 Secondary Schools for the Twenty-first Century . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . The Importance of Literacy, Language, and the English Curriculum . . . . . . . . . . . . . . . . . . . Principles Underlying the English Curriculum . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Roles and Responsibilities in English Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . THE PROGRAM IN ENGLISH 3 3 4 5 9 Overview of the Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Curriculum Expectations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Strands in the English Curriculum . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 ASSESSMENT AND EVALUATION OF STUDENT ACHIEVEMENT Basic Considerations . . . . . . . . . . . ....
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...performance appraisal process Identify the major steps we can take to avoid problems with the appraisal process Briefly discuss the differences between evaluative performance reviews and developmental performance reviews Define the following terms: Performance management Performance appraisal Motivation Traits Behaviors Results Critical incidents method Management by Objectives (MBO) method Narrative method or form Graphic rating scale form Behaviorally Anchored Rating Scale (BARS) form Ranking method 360° evaluation Bias Stereotyping Electronic Performance Monitoring (EPM) Chapter 8 Outline Performance Management Systems Performance Management Versus Performance Appraisal The Performance Appraisal Process Accurate Performance Measures Why Do We Conduct Performance Appraisals? Communicating Decision Making (Evaluating) Motivating (Developing) Evaluating and Motivating (Development) What Do We Assess? Trait Appraisals Behavioral Appraisals Results/Outcomes Appraisals Which Option Is Best? How Do We Use Appraisal Methods and Forms? Critical Incidents Method Management by Objectives (MBO) Method Narrative Method or Form Graphic Rating Scale Form...
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...Glossary 360-degree feedback method A method of providing feedback to an employee that assesses the employee’s performance from five perspectives: immediate supervisor, peers, self, customers, and subordinates. acquisition The initiative taken by one organization to own another organization. affirmative action Federal policies that require employers to show initiative in recruiting a diverse pool of applicants for their job openings. Age Discrimination in Employment Act (ADEA) A federal law that prohibits discrimination against employees over age 40. attitudes Cognitive and emotional appraisals that shape subsequent behavioral tendencies. attrition A reduction in the number of employees by not replacing those who leave. autonomy The level of freedom and independence a worker is given regarding work schedules and the procedures used to complete the job. availability A cognitive bias that causes an evaluator giving a performance review to place more importance on ecurring r factors, no matter how minor they are. Alderfer’s ERG theory A content motivation theory that divides core needs into three groups: existence, relatedness, and growth. baby boomers The generation born between 1946 and 1964. Americans with Disabilities Act (ADA) A federal law that requires employers of 15 or more employees to provide reasonable accommodations for persons with disabilities and that prohibits discrimination against a qualified individual...
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...and Relationship to Other Courses — FINS 3650 2.7. Student Learning Outcomes 2.8. ASB Graduate Attributes 3. Learning and Teaching activities 3.1. Lectures, Preparation, and Postparation (a new work I just made up) 3.2. Course Materials 3.3. The Lectures Themselves 4. Assessment 4.1. General Approach 4.2. Formal Requirements 4.3. Examination Details 4.4. Assignment Submission Procedure 4.5. Late Submission 4.6. Quality Assurance 5. Course Evaluation and Development 6. Other Thoughts 6.1. Inappropriate Behaviour 6.2. Workload 6.3. Attendance 7. Course Topics 7.1. Introduction to International Banking 7.2. Bank Regulation, Risk, and Capital Management 7.3. Interest Rates 7.4. Liquidity 7.5. Credit 7.6. Trading and Investment Banking 7.7. Securitisation and the Global Financial Crisis 7.8. Payments 7.9. Operational Risk 7.10. Money Laundering 1 1 1 1 1 1 2 2 2 2 3 3 3 4 4 4 4 5 6 6 7 7 7 7 7 7 8 8 8 8 8 8 8 8 8 8 8 Part A. Course Specific Information Note: If you failed to notice the notice on the front cover, allow me to repeat: This course outline needs to be read in conjunction with Part B, which contains essential information on key policies, student responsibilities, special consideration and student resources. Part B is also posted on...
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...Graduate Employability and Student Attitudes and Orientations to the Labour Market Michael Tomlinson This article examines the way students, making the transition from higher education into the labour market, construct, understand and begin to manage their employability. It draws upon a qualitative study of 53 final year undergraduates in a pre-1992 university in the UK. It firstly explores students’ perceptions of the current labour market for graduates and how they understand future career progression. It examines their different orientations and attitudes to work and careers through the development of an ideal-type model. It then considers how these orientations influence the way students approach future work and careers and manage their employability, and further discusses some of the implications this has for current policies around higher education and the labour market in the UK context. Introduction This paper examines the perceptions, attitudes and orientations of higher education students to their future work, careers and employability. The employability of university graduates has dominated much educational and economic policy over the past decade (NCIHE, 1997; DfEE, 2000). Graduate employability is centrally located in the changing relationship between higher education and the labour market. The development of mass higher education has intersected with the shift towards a so-called knowledge-driven or post-industrial economy (Drucker, 1993; Amin, 1994)...
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.............................................................................1 Social Studies Standards Page Format .............................................................................................5 Grade-Level Standards for Social Studies Grades K–3 Kindergarten. Foundations of Social Studies: Children as Citizens ...............................................7 Grade 1. Foundations of Social Studies: Families........................................................................12 Grade 2. Foundations of Social Studies: Communities ................................................................17 Grade 3. South Carolina Studies ..................................................................................................22 Grades 4–5 Grade 4. United States Studies to 1865 ........................................................................................29 Grade 5. United States Studies: 1865 to the Present ....................................................................36 Grades 6–8 Grade 6. Early Cultures to 1600 ...................................................................................................45 Grade 7. Contemporary Cultures: 1600 to the Present .................................................................53 Grade 8. South Carolina: One of the United States .....................................................................61 High School Course Standards for Social Studies...
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...School Vouchers: Equality in Education It is no secret that education has become a necessity for a promising, secure and stable future in today’s economy. Education is a great enabler and equalizer, it forces individuals to reach above and beyond and tap into unlimited potential. It has become the engine to social mobility, the avenue to better and more meaningful work by forming more opportunities for families and communities. Boutselis (2015) study found the following: people with college degrees vote more, divorce less, smoke less and the list goes on. Take the two together – personal development and social mobility – and education is an incredible force for good. In many ways, it is critical to the American narrative of self-improvement, merit and mobility. (p.1). It is apparent that for most individual’s education is a key detriment of a quality life. Nevertheless, it should be noted that our economic system perpetuates that a quality education is not a right it is a privilege. A privilege which children who grow up in low-income families are constantly repudiated. Research indicates significant disparities in the quality of education that students growing up in poverty receive in correlation to their peers who grow up in financially stable households. In attempt to offer a solution to this disparity, legislation introduced the concept of school vouchers to serve as resolution to the progressing disparities in our educational system. Essentially, these school vouchers...
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...Grade 5 Georgia Department of Education November 2014 All rights reserved. Assessment Guide Assessment Guide Georgia Milestones Grade 5 EOG Assessment Guide THE GEORGIA MILESTONES ASSESSMENT SYSTEM GEORGIA MILESTONES END-OF-GRADE (EOG) ASSESSMENTS ASSESSMENT GUIDE 2 3 3 TESTING SCHEDULE 4 DEPTH OF KNOWLEDGE DESCRIPTORS DEPTH OF KNOWLEDGE SKILLS AND QUESTION CUES 4 6 SCORES 7 ENGLISH LANGUAGE ARTS (ELA) DESCRIPTION OF TEST FORMAT AND ORGANIZATION CONTENT MEASURED GRADE 5 ENGLISH LANGUAGE ARTS (ELA): DOMAIN STRUCTURES AND CONTENT WEIGHTS ITEM TYPES ENGLISH LANGUAGE ARTS (ELA) EXAMPLE ITEMS ENGLISH LANGUAGE ARTS (ELA) ADDITIONAL SAMPLE ITEMS ENGLISH LANGUAGE ARTS (ELA) ADDITIONAL SAMPLE ITEM KEYS ENGLISH LANGUAGE ARTS (ELA) EXAMPLE SCORING RUBRICS AND EXEMPLAR RESPONSES ENGLISH LANGUAGE ARTS (ELA) WRITING RUBRICS 8 8 9 10 11 11 21 34 36 40 MATHEMATICS DESCRIPTION OF TEST FORMAT AND ORGANIZATION CONTENT MEASURED GRADE 5 MATHEMATICS: DOMAIN STRUCTURES AND CONTENT WEIGHTS ITEM TYPES MATHEMATICS EXAMPLE ITEMS MATHEMATICS ADDITIONAL SAMPLE ITEMS MATHEMATICS ADDITIONAL SAMPLE ITEM KEYS MATHEMATICS EXAMPLE SCORING RUBRICS AND EXEMPLAR RESPONSES 46 46 47 48 49 49 53 61 63 SCIENCE DESCRIPTION OF TEST FORMAT AND ORGANIZATION CONTENT MEASURED GRADE 5 SCIENCE: DOMAIN STRUCTURES AND CONTENT WEIGHTS ITEM TYPES SCIENCE EXAMPLE ITEMS SCIENCE ADDITIONAL SAMPLE ITEMS SCIENCE ADDITIONAL SAMPLE ITEM...
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...| Business Leadership and Human Values Seminar2 CreditsBU 131.601.F5Summer Session 2016Wednesdays 1:30-4:30pm -- June 8 – July 27 Harbor East Room 230 | Instructor Rick Milter, Ph.D. Contact Information Phone Number: 410.234.9422 milter@jhu.edu Office Hours Typically before class session or by appointment. Required Learning Materials This course is a series of thematic conversations about human values and your responsibilities as an emerging/aspiring business leader. There is no traditional textbook, but there is much reading. You are required to read The Moral Compass: Leadership for a Free World, a workbook by Lindsay Thompson available online as a PDF in Course Documents. You will find details about required learning materials in the Bibliography and Theme Briefs sections of the Syllabus. Course Description and Overview This course explores ethical leadership as a framework for enterprise value creation in a complex environment of competing economic and moral claims. Students examine the intrinsic ethical challenges of leadership and the concept of a moral compass as a foundation for responding effectively to the ethical challenges of corporate citizenship and value creation in a competitive global economy. (2 credits) Syllabus Table of Contents Page Topic 2 Bibliography & Learning Resources 6 Calendar, Seminar Structure, Theme Briefs, Content 42 Seminar Preparation Toolkit 48 Learning Objectives, Graded Assignments...
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