Course Code and Title: 7MP117: Investment and Portfolio Management

Programme: Master of Business Administration

Instructor: Prof. Nikunj Patel
Area: Finance and Accounting
Term: IV
Batch: 2022-24

Mapping of CLO with PO

Programme Objectives
PO 1.1 PO 1.2 PO 1.3 PO 2.1 PO 2.2 PO 2.3 PO 3.1 PO 3.2 PO 4.1

Develop functional and general

Analyze business environment

Use relevant conceptual frame

works and best management
for effective decision making

Demonstrate creativity, risk-

taking ability and cope with
Communicate effectively in
Evaluate different business

teamwork, and social skills

Develop global orientation

issues using an integrative

Act as an ethical & socially

responsible management
Demonstrate leadership,

management skills
CLO No. Course Learning Objectives

different contexts

professional
ambiguity
approach

practices
Explain and categorize
CLO 1 investment instruments with 3 2
respect to risk and return
Apply portfolio theory in capital
CLO 2 3 3
market
Analyze Economic, Industry and
CLO 3 3 2
Company for equity investment
Evaluate performance of
CLO 4 3 2 1
managed portfolio
3 denotes highly related, 2 denotes moderately related and 1 indicates low relation.

1
 WORKSHEET - RUBRICS FOR ASSESSMENT COMPONENTS

Course Name: Investment and Portfolio Management

Assessment Component: Group Assignment (library assignment) (15%)

Course Embedded Activity for Assessment:

Criteria % Level – 4 Level – 3 Level – 2 Level – 1

(Excellent) (Accomplishe (Average) (Unsatisfactory)
d)
Constructing a 10 Complete and Sufficient and Efforts to Insufficient and
portfolio Unambiguous reasonably frame policy vague
clear
Evaluating the 30 Excellent Good Critical Average Vague and
risk-return Critical evaluation with Critical nonsufficient
profile and evaluation with all details evaluation evaluation
correlation all details with all details
Analysis
Applying 30 Covers all Covers Covers few Covers very few
modern aspects majority aspects aspects
portfolio theory aspects
by choosing two
securities
Applying CAPM 30 Covers all Covers Covers few Covers very few
on all security aspects majority aspects aspects
as well as aspects
portfolio

2
 WORKSHEET - RUBRICS FOR ASSESSMENT COMPONENTS

Course Name: Investment and Portfolio Management

Assessment Component: Bloomberg Market Concepts Certification (15%)

(Library assignment)

Course Embedded Activity for Assessment:

Criteria % Level – 4 Level – 3 Level – 2 Level – 1

(Excellent) (Accomplished) (Average) (Unsatisfactory)

Economic 15 Able to score Able to score Able to score Able to score less
Indicators more than 90% more than 75% more than than 50%
50%
Currencies 5 Able to score Able to score Able to score Able to score less
more than 90% more than 75% more than than 50%
50%
Fixed Income 20 Able to score Able to score Able to score Able to score less
more than 90% more than 75% more than than 50%
50%
Equities 30 Able to score Able to score Able to score Able to score less
more than 90% more than 75% more than than 50%
50%
Portfolio 30 Able to score Able to score Able to score Able to score less
Management more than 90% more than 75% more than than 50%
50%

3
 WORKSHEET - RUBRICS FOR ASSESSMENT COMPONENTS

Course Name: Investment and Portfolio Management

Assessment Component: Quizzes (12%), Mid-term Test (18%) and End Term Exam
(40%)

Course Embedded Activity for Assessment:

Criteria 100 Level – 4 Level – 3 Level – 2 Level – 1

% (Excellent) (Accomplished) (Average) (Unsatisfactory)
Conceptual 30 Identify the Identify the Identify Confused about
clarity problem and problem and problem but the problem and
select all correct select most of select select any
formula correct formula incorrect formula
formula

Framing right 30 Apply correct Most of the Few All variables are
variables and relevant variable are variables incorrect
variable correct are correct

Arithmetical 30 No mistakes Very few Moderate Inaccuracy in

accuracy mistakes mistakes calculations

Neat and 10 Spotless, neatly Reasonable Average Shabby and dirty

legible writing steps Neat and legible presentation presentation of
presentation of and no over solution
answer writing

4
 WORKSHEET - RUBRICS FOR ASSESSMENT & CLO
Course Name: Investment and Portfolio Management
Course Embedded Components for Assessment
Course Learning Outcome Quizzes Individual Group Mid Term End- Total
(12%) Assign Assign Test Term (100%)
(15%) (15%) (18%) (40%)
1. Explain and categorize
investment instruments with 12% --- --- 5% 5% 22%
respect to risk and return
2. Apply portfolio theory in
--- 2% 15% 13% 7% 37%
capital market
3. Analyze Economic,
Industry and Company for --- 13% --- --- 13% 26%
equity investment
4. Evaluate performance of
--- --- --- --- 15% 15%
managed portfolio
Total 12% 15% 15% 18% 40% 100%

Above percentage are indicative. Actual allocation may defer marginally in assessment component
for each problem.

5
 WORKSHEET FOR RUBRICS FOR CLO
CLO 1: Explain and categorize investment instruments with respect to risk and return

CRITERIA Level – 4 Level – 3 Level – 2 Level – 1

(Excellent) (Accomplished) (Average) (Unsatisfactory)

Classification of Task carried Classification done Classification Hardly

various out with clear for most of done for few understand
instruments classification instrument except instruments that attributes for
according to their as per very few are very proper
attributes attributes complicated one. common classification

Calculation of Solve all the Solve most of the Solve few Solve very few
value of each problems problems with problems with problems with
instrument with accuracy accuracy minor mistakes major mistakes

CLO 2: Apply portfolio theory in capital market

CRITERIA Level – 4 Level – 3 Level – 2 Level – 1

(Excellent) (Accomplished) (Average) (Unsatisfactory)
Understanding of Reproduce the Reproduce most Reproduce few May not be able
conventional results of of the results of results of to reproduce the
portfolio theory portfolio theory portfolio theory portfolio theory results of
and solve simple with accuracy with accuracy with minor portfolio theory
problem mistakes

Distinguishing Comprehend and Comprehend and Comprehend Comprehend

between different describe the describe the and describe the describe vaguely
forms of markets EMH theory with EMH theory with EMH theory with EHM theory with
good conceptual bare minimum
and link historic very good confused
clarity conceptual
research with conceptual clarity conceptual clarity
current market clarity.

CLO 3: Analyze Economic, Industry and Company for equity investment

CRITERIA Level – 4 Level – 3 Level – 2 Level – 1

(Excellent) (Accomplished) (Average) (Unsatisfactory)
Analysis of Describe and Describe and Describe and Describe and
Economy, industry comprehend comprehend comprehend comprehend
environment economic and economic and economic and economic and
policy events, policy events, policy events,
events that policy events,
identify that identify that identify that
influence the stock identify that affects stock affects stock affects stock
market affects stock market with market with very market with very
market with very good conceptual minimum vague and
clarity conceptual confused
6
 good conceptual clarity conceptual clarity
clarity

Reading and Describe and Describe and Describe and Describe and
interpretation of comprehend comprehend comprehend comprehend
the financial recent recent recent recent
reports of information on information on information on information on
companies for companies and companies and companies and companies and
equity valuation try to judge the try to judge the try to judge the try to judge the
impact on impact on impact on impact on
valuation with valuation with valuation very valuation very
very good good conceptual minimum vague and
conceptual clarity conceptual confused
clarity clarity conceptual clarity

CLO 4: Evaluate performance of managed portfolio

CRITERIA Level – 4 Level – 3 Level – 2 Level – 1

(Excellent) (Accomplished) (Average) (Unsatisfactory)
Apply ratios to Calculate ratios Calculate most Calculate few Cannot Calculate
measure with given of the ratios ratios with given ratios with given
performance of variables with with accuracy variables with variables
minor mistakes
managed portfolio accuracy

Rank duration for Rank the Rank the Rank the Cannot rank the
interest risk duration with duration with duration with duration with
management given variables given variables given variables given variables
with accuracy with very few with major
mistakes mistakes