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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.

Financial Markets

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
formula

Investment Management

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