FIN 703 Theory of Investments

(Doç. Dr. Alövsat Müslümov)

Yeditepe University - 2008 Spring

Ph.D. Program

 

Contents

Materials

Capital Markets, Consumption and Investment

 Consumption and Investment without and with Capital Markets | Marketplace and Transaction Costs | Transaction Costs and the Breakdown of Separation

 Sources:

 1.       Chapter 1 à Copeland, Weston and Shastri “Financial Theory and Corporate Policy”, Pearson Addison Wesley, Fourth Edition, 2005.

 Problem Assignments:

 1.       Problems 1.1 – 1.6 (Copeland, Weston and Shastri:  pp. 14-15)

 

 Utility Theory

 Axioms of Choice under Uncertainity | Utility Functions | Risk Aversion | Stochastic Dominance | Mean-Variance Choice Criteria | Mean-Variance Paradox

 Sources:

 Textbook Assignments

 1.       Chapter 3 à Copeland, Weston and Shastri “Financial Theory and Corporate Policy”, Pearson Addison Wesley, Fourth Edition, 2005.

2.       Chapter 1   à George Pennacchi “Theory of Asset Pricing”, Pearson Addison Wesley, 2008.

 Article Assignments (Chapter 3) 

1.       Bawa, V.J. (1975) “Optimal Rules for Ordering Uncertain Prospects,” Journal of Financial Economics, pp. 95-121.

2.       Friedman, M. and L. Savage (1948) "Utility Analysis of Choices Involving Risk," Journal of Political Economy, pp. 279-304. 

3.       Friend, I., and M. Blume (1975) “The Demand for Risky Assets,” American Economic Review, pp. 900-933. 

4.       Hanoch, G., and H. Levy (1969), “The Efficiency Analysis of Choices Involving Risk,” Review of Economic Studies, pp. 335-346. 

5.       Herstein, I.N., and J. Milnor (1953) “An Axiomatic Approach to Measurable Utility”, Econometrica, Apri 1953, 291-297.

6.       Jean, W. (1975), “Comparison of Moment and Stochastic Dominance Ranking Methods,” Journal of Financial and Quantitative Analysis, pp. 151-162.  

7.       Kahneman, D. and Tversky, A. (1979) “Prospect Theory: An Analysis of Decision under Risk,” Econometrica, pp. 263-291. 

8.       Levy, H. and Y. Kroll (1976) “Stochastic Dominance with Riskless Assets,” Journal of Financial and Quantitative Analysis, pp. 743-778. 

9.       Porter, R.B., J.R. Wart, and D. L. Ferguson(1973) “Efficient Algorithms for Conducting Stochastic Dominance Tests of Large Numbers of Portfolios,” Journal of Financial and Quantitative Analysis, pp. 71-82. 

10.    Pratt, J.W. (1964) “Risk Aversion in the Small and in the Large,” Econometrica,  January-April, 122-136. 

11.    Tobin, J. (1958), “Liquidity Preference as a Behaviour toward Risk,” Review of Economic Studies, February, pp. 65-86.

12.    Tversky, A., and D. Kahneman, “Rational Choice and the Framing of Decisions,” Journal of Business, October, pp. 251-278. 

13.    Vickson, R. G., (1975)“Stochastic Dominance for Decreasing Absolute Risk Aversion,” Journal of Financial and Quantitative Analysis, pp. 799-812. 

14.    Vickson, R. G. and M. Altman (1977) “On the Relative Effectiveness of Stochastic Dominance Rules: Extension to Decreasingly Risk-Averse Utility Functions,” Journal of Financial and Quantitative Analysis, pp. 73-84.

15.    Whitmore, G.A. (1970) “Third Degree Stochastic Dominance,” American Economic Review, pp. 457-459.    

 

 

Grades 

 

 

Announcements