Class #03:  Thursday 16-Sep-2010 and Saturday 18-Sep-2010


Questions for assignment due at the beginning of this class
  • Excel screen shots of answers
  • Answers for students
  • Sheet to be turned in
  • Data for exercise
  • Morningstar calculations example
  • Helpful hints and additional instructions
  • Warning!!!  There are a number of ways to calculate
    a given performance measure.  Don't get stressed.  We
    can be flexible on the answers.

Class notes from the 1st half of class
  • Printed 1 slide per page
  • Printed 6 slides per page

Class notes from the 2nd half of class
  • Printed 1 slide per page
  • Printed 6 slides per page

Additional material and help with the assignment
  • Story on Chicago Art Museum losses
  • Morningstar sample report
  • Alternative performance measures
  • XXX



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EIM: Class 03