G.

PULLAIAH COLLEGE OF ENGINEERING & TECHNOLOGY,

KURNOOL
INVESTMENT AND PORTFOLIO MANAGEMENT
Lesson Plan
YEAR: 2013-2014
SEMESTER

SN
O
1

UNIT
I

BRANCH & SEM: MBA III

SUBJECT TOPIC
INVESTMENT
Objectives
Process of Investment
Investment and Speculation

II

PERIO
DS
1
1
1

CAPITAL MARKETS

Stock Exchanges

BSE

NSE

OTCEI

Trading in Stock Exchanges

New Issue Market

III

FUNDAMENTAL ANALYSIS
Economy

Industry Company Analysis

IV

TECHNCAL ANALYSIS
Fundamental Analysis Vs Technical Analysis

Dow Theory

Trend Analysis

Patterns

Moving Averages
Relative Strength Index RSI
Moving Average

MEASUREMENT OF RETURN

VI

Revenue Return and Capital Appreciation

Holding Period

Statistical Methods

Probability Distribution

Calculation Of Expected Return

MEASUREMENT OF RISK

1
1

Risk Factors

Risk Classification

Systematic Risk

Unsystematic Risk

Standard Deviation

Variance
Correlation Coefficient
Beta

VII

VIII

Calculating Expected Return and Risk

VALUATION OF SECURITIES
Approaches of valuation

Bond Valuation

Preference Share Valuation

Common Stock Valuation

PORTFOLIO MANAGEMENT
Process of Portfolio Management
Diversification

2
1

Modern Portfolio
Portfolio Models

Markowitz model

Sharpe Single Index Model

Capital Asses Pricing Models

1
TOTAL NO. OF PERIODS

Signature of the faculty:

Name of the faculty
: k.Nagaiah
HOD

80

Assignment I
1. POM scenario today with example.
2. New Product Development with example.
3.

Plant location Decision in International Business.

4. TQM connection with six sigma.