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| Course Title |
Investment Analysis and Portfolio Management |
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| Level |
Advanced |
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| Aimed at |
Finance Specilization and General Management Majors |
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| Importance |
Specilization |
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| Pre requisites |
Financial Accounting and Management Accounting and Financial Management I and II Valuation ( optional ) |
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| Learning Objective |
After attending this course a student will be in a position to distinguish between good and poor investments, build and manage a portfolio of investments Assess and market an investment opportunity. |
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| Pedagogy |
Class Room Lectures, Case Study, Problems Solving Group Assignments Presentation. |
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| Assuring Learning |
Class Room Lectures, Case Studies, Individual Assignment and Projects.ensures learning outcome is satisfactory. |
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| Session 1 |
The Investment Environment |
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Investment VS Speculation, Investment Alternatives and their Evaluations |
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Financial Markets, Portfolio Management Process, Investment Decision |
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Making, Common Errors in Investment Management |
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www.executivelibrary.com |
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www.wallpost.com |
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www.aaii.com |
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www.finpipe.com |
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www.fool.com |
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www.federalreserve.gov/otherfrb.htm |
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www.yahoofinance.com |
| Session 2 |
Financial Instruments |
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Non-marketable Financial Assets, Money Market Instruments, Bonds and |
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Debentures, Equity Shares, Mutual Fund Schemes, Financial Derivatives |
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Life Insurance and Real Assets |
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www.nyse.com |
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www.bloomberg.com |
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www.investorwords.com |
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www.investinginbonds.com |
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www.amex.com |
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www.cboe.com/learncenter |
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www.commoditytrader.com |
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www.fiafii.org |
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www.isda.org/index.html |
| Session 3 |
How Securities are Traded |
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Participants, Primary and Secondary Markets, Trading and Settlement |
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Buying and Selling, Margin , Short Selling, Market Quotation |
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and Indices, Market Regulator, T Bill and Money Market |
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www.standardandpoors.com |
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www.investorlinks.com |
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www.nasdaq.com |
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www.ipo.com |
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www.bse.com |
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www.sec.gov |
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www.federalreserve.gov |
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www.moneycontrol.com |
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www.finra.org/index.htm |
| Session 4 |
Mutual Funds and Other Investment Companies |
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Entities in Mutual Fund Operations, Investment - orientation |
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Open vs Closed Ended Schemes, Regulation |
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Mutual Fund Evaluation, Cost of Investing, Pros and Cons |
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www.ici.org |
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www.brill.org |
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www.mfea.com |
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www.morningstar.com |
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www.indexfunds.com |
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www.fidelity.com |
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www.putnaminv.com |
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www.vanguard.com |
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| Session 5 |
History of Interest Rates and Risk Premium |
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www.boj.com |
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www.rbi.gov |
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www.bondsonline.com |
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www.investinginbonds.com |
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www.stls.frb.org |
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| Session 6 |
Risk and Risk Aversion |
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Definition of Risk, Diversifiable and non diversifiable risk |
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Measuring Historical Risk and Return ; Ex Ante Risk and |
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Return. |
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www.rce.rutgers.edu/money/investmentrisk.asp |
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www.mutualofomaha.com/rpd/investment_concepts.html |
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www.tradersclub.com/tradertools/calculators/investment.shtml |
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www.moneychimp.com |
| Session 7 |
Capital Allocation between the Risky Asset and the Risk-Free Asset |
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Markowitz Efficient Frontier Curve |
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Sharpes Portfolio Optimization |
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www.aegisfund.com/english/portfolio/portfolio.asp |
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www.fool.com/workshop/1999/workshop991109.htm |
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www.401k-advice-center.com/Empl6.html |
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www.evansonasset.com/index.cfm/Page/2.htm |
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www.fundsupermart.com/main/research/viewHTML.tpl?articleNo=388 |
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www.investopedia.com |
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| Session 8 |
Optimal Risky Portfolios |
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www.financialengines.com |
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www.efficientfrontier.com/ef/402/siegel.htm |
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www.moneychimp.com/articles/volatility/standard_deviation.htm |
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www.AIGretirement.com/agfa/agfaweb.nsf/contents/article_diversity?opendocument&noload |
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www.moneychimp.com/articles/risk/efficient_frontier.htm |
| Session 9 |
The Capital Asset Pricing Model |
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finance.yahoo.com (Enter the ticker symbol. Then link to the profile report |
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www.wallpost.com |
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www.411stocks.com |
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www.efficientfrontier.com |
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www.moneychimp.com/articles/valuation/capm.htm |
| Session 10 |
Index Models |
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www.dailystocks.com |
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www.quicken.com |
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| Session 11 |
Arbitrage Pricing Theory and Multifactor Models of Risk and Return |
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www.onelook.com/?w=arbitrage+pricing+theory |
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www.aimr.com/pdf/apgapt.pdf |
| Session 12 |
Market Efficiency and Behavioural Finance |
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www.efficientfrontier.com/ef/index.shtml |
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www.investorhome.com/psych.htm |
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www.investopedia.com/terms/b/behavioralfinance.asp |
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econpapers.hhs.se/paper/cwlcwldpp/1385.htm |
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www.wsrn.com |
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www.marketguide.com/home.asp |
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www.corporateinformation.com |
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www.businessweek.com |
| Session 13 |
Empirical Evidence On Security Returns |
| Session 14 |
Bond Prices and Yields |
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www.money.cnn.com/markets/bondcenter |
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www.smartmoney.com/bondmarketup |
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www.investinginbonds.com |
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www.bondsonline.com |
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www.fintools.com |
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www.fool.com/school/basics/investingbasics005.htm |
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www.standardandpoor.com |
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www.moodys.com |
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www.fitchratings.com |
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| Session 15 |
The Term Structure of Interest Rates |
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www.smartmoney.com/bonds |
| Session 16 |
Managing Bond Portfolios |
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www.about.com |
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www.investinginbonds.com/info/bondbasics/key.htm |
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www.morganstanleyindividual.com/investmentproducts/bonds/strategies |
| Session 17 |
Macroeconomic And Industry Analysis |
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Global Economy, Government Policy,Macroeconomic Analysis |
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205.232.165.149 |
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www.economagic.com |
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www.tcb-indicators.org |
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www.barrons.com |
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www.economics.about.com |
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www.investormap.com/data-econ.htm |
| Session 18 |
Equity Valuations Models |
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Going beyond the numbers, Dividend Discount Models, FCFF and FCFE |
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Relative Valuation Models. |
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www.fulldisclosure.com/highlight.asp?client=cb |
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www.bestcalls.com |
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www.investorbroadcast.com |
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www.stocktables.com |
| Session 19 |
Technical Analysis |
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Charting, Technical Indicators |
| Session 20 |
Futures |
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| Session 21 |
Forwards |
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| Session 22 |
Options |
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| Session 23 |
Swaps |
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| Session 24 |
Value Investing Guru Ben Graham |
| Session 25 |
Warren Buffet and Charlie Munger |
