Why should one take this course?
- To have a practical orientation towards the principles of investment, pricing and valuation”
- To learn the various methodologies of financial analysis “
Who will benefit from this course?
- Students of Management and Commerce
- Finance Professionals
- Employees with Treasury & Investment division of banks and financial institutions
- Anybody having interest in this subject
Investment Analysis and Portfolio Management Syllabus
Objectives of Investment Decisions
Introduction; Types of Investors; Constraints; Goals of Investors.
Introduction, Primary and Secondary Markets; Trading in Secondary Markets; Money Market; Repos and
Reverse Repos; Bond Market; Common Stocks.”
Fixed Income Securities.
Introduction-Time Value of Money; Simple and Compound Interest Rates; Real and Nominal Interest Rates; Bond
Pricing Fundamentals; Bond Yields; Interest Rates; Macaulay Duration and Modified Duration
Capital Market Efficiency
Introduction; Market Efficiency; Departures from the EMH
Financial Analysis and Valuation
Introduction; Analysis of Financial Statements; Financial Ratios (Return, Operating and Profitability Ratios);
Valuation of Common Stocks; Technical Analysis.”
Modern Portfolio theory
Introduction; Diversification and Portfolio Risks; Equilibrium The Arbitrage Pricing Theory.
Models: The CAPM; Multifactor Models:
Valuation of Derivatives
Introduction; Forwards and Futures; Call and Put Options; Forward and Future Pricing , Option Pricing BlackScholes
Introduction; Investment Companies; Active vs. Passive Portfolio Management; Cost of Management
– Entry/Exit Loads and Fees; Net Asset Value; Classification of Funds; Other Investment Companies; Performance Assessment of Managed Funds