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    This document outlines the topics and schedule for an investment analysis course over 16-18 weeks. The course covers various types of investments and securities, measuring returns and risks, bond and stock valuation models, securities markets, economic and industry analysis, company analysis, portfolio management, and evaluating investment performance. Key topics include indirect investments, common stock valuation techniques, bond yields and prices, industry prospects, fundamental company analysis, investment policy formulation, and return and risk considerations. The course aims to provide students with an in-depth understanding of analyzing and managing investments.

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    This document outlines the topics and schedule for an investment analysis course over 16-18 weeks. The course covers various types of investments and securities, measuring returns and risks, bond and stock valuation models, securities markets, economic and industry analysis, company analysis, portfolio management, and evaluating investment performance. Key topics include indirect investments, common stock valuation techniques, bond yields and prices, industry prospects, fundamental company analysis, investment policy formulation, and return and risk considerations. The course aims to provide students with an in-depth understanding of analyzing and managing investments.

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    © All Rights Reserved
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    16 views2 pages

    Inestment Management

    Uploaded by

    umair ali
    This document outlines the topics and schedule for an investment analysis course over 16-18 weeks. The course covers various types of investments and securities, measuring returns and risks, bond and stock valuation models, securities markets, economic and industry analysis, company analysis, portfolio management, and evaluating investment performance. Key topics include indirect investments, common stock valuation techniques, bond yields and prices, industry prospects, fundamental company analysis, investment policy formulation, and return and risk considerations. The course aims to provide students with an in-depth understanding of analyzing and managing investments.

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    © All Rights Reserved
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    of 2

    Duration : Investment Analysis  Types of secondary

    advance Markets
     Organize Exchange
    Course Code : FIN401
     Over the counter market
    Credit House : 03  Auction & Dealer
    Course Week : 16 – 18 markets
     An orientation to KSE
    Total Hours : 48 – 54  Listed companies
    Semester : 6th  Indices
    Total Marks : 100  Trading mechanism

    Week – 6 & 7
    Week – 1 & 2 Measuring the return and risk of stock
    1. Investments and Introduction:  Return & its Components
     Definition  Risk, Sources of Risk,
     Types of investments Types of Risk
     Investment in real  Measuring Risk
    assets  Standard Deviation
     Investment in financial  Risk Premiums
    assets Week – 8 & 9
     Importance of Bonds Yields & Prices
    investments  Bond yield
     Basic Components of
    2. Types of Securities Interest Rates
     Non-marketable&  Measuring Bond Yields
    marketable financial
     Bond Prices
    assets.
     Valuation Principle
     Short maturity securities.
     Bonds Valuation
     Long term Income
    Week – 10 & 11
    Securities Common Stocks Valuation
     Bonds  Discounted cash flow
     stocks techniques.
    Week – 3  Dividend Discount Model
     Indirect Investing  Capital Asset pricing
     Investment Company model
     Unit Investment Trusts  P/E Ratios, Price/ Book
     Closed –End Investment Value
    Companies  Price/Sales Ratio
     Open – End Investment  Economic Value Addend
    Companies
    Week – 4 &5 Week – 1 2
    Securities Markets Economic/Market Analysis:
     Primary Markets  Assessment of Economy
     Secondary Markets  Scenario Analysis
     Bond Market, Stock
    Market & the Economy
     Forecasts of Economy
    Week – 1 3
    Industry Analyses:
     What is Industry?
     Analyzing Industry
     Evaluating Industry
    prospectus.
    Week – 14
    Company Analysis
     Fundamental Analysis
     Sensitivity analysis
     Analyzing a Company’s
    Profitability
    Week – 15
    Portfolio Management
     Portfolio Management as
    a Process
     Investment Policy
    Formulation
     Objectives
     Inflation Consideration
     Constraints & Preferences
    Week – 16
    Evaluation of Investment Performance
     Return & Risk
    Considerations
     Problems with Portfolio
    Management
    Text Books:
    1. Jone, Charles P. “Investments:
    Analysis & Management”, updated
    edition, John Wiley & Sons, Inc
    USA.
    Reference Books:
    2. Chandra, Parsana, “Investments:
    Analysis & Portfolio Management”,
    updatedS edition. Tata-McGraw Hills,
    Inc. India.

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