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CourseMarial - Ca11cinvestment Analysis and Portfolio Management
CourseMarial - Ca11cinvestment Analysis and Portfolio Management
CourseMarial - Ca11cinvestment Analysis and Portfolio Management
Course Objectives:
This course is designed to make the students aware of the investment planning, portfolio designing and risk management in investments
Understanding risk management is the basic objective of the course.
The course is designed so that the students are aware of the modus of operandi of stock exchanges in India.
The course also provides students with knowledge on different theories developed for valuation of securities and designing of portfolios.
Pre-requisites: Students of finance should be aware statistical tools and basics of mathematics. This course is a step above Financial Management where they
will learn advanced topics related to sources of capitals their pros and cons and factors affecting the risk of business. It also requires knowledge of basic
requirement of risk associated with different sources of capital.
The basic objective of the course is to equip the students with the understanding of investment analysis and portfolio management. Case studies will be taken up
to illustrate real life situations. Online training of dealing in securities will be given and a real life product on designing a portfolio will be assigned to students
for which they will be evaluated.
40% 60%
Theory Assessment (L&T):
Continuous Assessment/Internal Assessment Internal End Term
Assessment Examination
Components (Drop down) Class Test Project Assignment Quiz Attendance 40 60
Assessment type/PSDA
Class Test
Project (PSDA 1& 2)
Assignment (PSDA 3)
Quiz
References:
Sharpe, William F. Alexander and Bailey, Investments, Sixth Edition Prentice - Hall, India
Bhalla, V. K. Investment Management, S. Chand & Co.
Fisher, Donald E & Jordan, Ronald., Securities Analysis & Portfolio Management:, Sixth Edition, Prentice Hall
Haugen, Robert. Modern Investment Theory, Fifth Edition, Prentice Hall