Interactive examples
These tools go with the FIN:3200 Investment Management lecture notes. Each one starts from a worked example in the notes. Change any number and the results, chart and explanation update immediately, so you can see how the pieces of a formula move together. No finance background is needed beyond the chapter you are reading.
How to use them: read the chapter or watch the video first, then open the tool, check that the starting numbers match the worked example, and try the suggestion under "Try this". Every chart has a "Show the numbers" link if you prefer a table.
Ready to test yourself? Try the exam practice simulator.
Unit 1: Foundations
Markets, securities, returns and funds
Unit 2: Valuing stocks and bonds
Dividend discount models, the economy and industries, bonds and interest-rate risk
Unit 3: Portfolio theory and asset pricing
Diversification, efficient portfolios, CAPM and factor models
Unit 4: Efficiency, performance and options
Market efficiency, evaluating funds, options and option strategies