Reflections

• On a regular basis, I am going to ask you to reflect on the activities that you are doing in this class and the information technology tools that you are seeing.

• The primary purpose is to reflect on how these activities and information technology tools might be used in the world of finance and investment management.

• These reflections are to be well-written sentences that appear in one-three paragraphs, along with supporting examples from the material you are seeing and experiencing in class.

Reflection #1: Diversification• Pick an age range (20s, 30s, 40s, 50s, 60s)

• For that particular age range, develop an asset allocation model– What categories would you suggest that someone invest in?

• Specific funds/stocks ARE NOT to be mentioned: USE CATEGORIES

– What percent of their money should be invested into that particular category (all %s must add up to 100%)

– Explain the logic behind your model (how and why did you come up with this particular model?)

• Type this up in a word processing file. Keep• Post this same information to the class wiki. Must be submitted

by 3:00pm on Tuesday September 6.

Reflection #1• You have now spent time conducting investment

research on the Internet. Reflect on your experience.– What were your expectations regarding the difficulty level

of this task? – Is what you experienced what you expected?– How would you characterize the activity of conducting

investment research on the Internet?

– You were asked to research and gather data regarding a number of different items (data points). • Which ones were the easiest to find (and why)?• Which ones were the hardest to find (and why)?

Reflection #2• How might someone who works in the

finance/investment management industry use the Google Docs & Spreadsheets product?

• Think about your own personal life. How might you be able to use the Google Docs & Spreadsheets product?

• How might members of a team or workgroup use the Google Docs & Spreadsheets product?

• Have you ever used Google Docs & Spreadsheets before (prior to this class)?– If so, how did you use it?

Reflection #3• How might someone who works in the

finance/investment management industry use a wiki?

• Think about making personal investments and personal investment decisions.– How could a “regular person” use a wiki?

• How might members of a team or workgroup use a wiki?

• Have you ever used a wiki before (prior to this class)?– If so, how did you use it?