Investment Analysis & Portfolio Management

Unit

Topics

No. of

Lectures

Total=30

I

Investments: Nature, Scope, Objective and Process of Investments Analysis, Concept of Return and Risk Analysis, Measurement of Return and Risk: Systematic and Unsystematic Risk.

8

II

Investment Alternatives: Investment Instrument of Capital Market and Money Market, Valuation of Fixed and Variable Securities, Non Security forms of Investment, Government Securities, Mutual Fund, Real Estate and Gold.

7

III

Fundamental Analysis: Economic Analysis, Industry Analysis and Company Analysis. Technical Analysis: Trends, Indicators, Indices and Moving Average Applied in Technical Analysis. Efficient Market Hypothesis: Weak, Semi-Strong and Strong Market and its Testing Techniques.

8

IV

Portfolio Management: Meaning, Importance and Objectives of Portfolio and Portfolio Management, Risk and Return- Definition, Types and Importance. Portfolio Analysis: Risk Measurement; Estimating Rate of Return and Standard Deviation of Portfolio Returns; Effects of Combining Securities;

7