Investment Analysis Course In Hindi And Urdu |Handout Notes
This course provides a broad overview of the theory of financial markets and investment management, focusing on the application of portfolio theory to the issue faced by portfolio managers and investors in general. Topics include equity and fixed income investment and valuations, issues related to portfolio performance evaluation and investors behavior. This also deals with the risk management instruments (derivatives) used to manage the risk in financial markets. It also provides the extensive idea about general portfolio management tools which are applicable when managing portfolios with various asset classes.
The main objectives of this course are:
to provide a theoretical and practical background in the field of investments. designing and managing the bond as well as equity portfolios. overview of derivatives including options. Measurement and evaluation of portfolio performance.
This is a core module for the MSc in Finance, Investment and Risk. It introduces the fundamental principles of investment analysis and the theory and techniques of portfolio management, and covers the major issues currently of interest to investors. The syllabus includes the following: Global investment environment, portfolio theory and practice, fixed income securities, security analysis, derivative securities analysis and derivative securities market, evaluation of asset management, applied portfolio management.
The intended subject specific learning outcomes. On successful completion of the module students will be able to:
a. show a systematic knowledge, understanding and critical awareness of the theory.
b. show a comprehensive understanding of the complex techniques applicable to solve problems
c. appreciate recent developments and methodologies in investment analysis and the links between the theory and their practical application and to critically evaluate such methodologies.
d. demonstrate a comprehensive understanding of the complex current issues relevant to the investment market.
e. show an ability to understand, select and apply appropriate methods in portfolio management.
The intended generic learning outcomes. On successful completion of the Module, students will have:
a. developed a logical mathematical approach to solving complex problems.
b. developed skills in written communication to both technical and non-technical audiences.
c. developed skills in the use of relevant information technology.
d. developed skills in time management, working with others, organization and studying so that tasks can be planned and implemented at a professional level.
Investment environment and investment management process
Introduction of Investment Instruments/Securities, currencies, contracts, commodities and real assets, their distinguishing characteristics and major subtypes
Introduction of Financial Markets and indices
Participants including brokers, Investment companies, dealers/ traders.
Mutual Funds and their different types along with other pooled Investment Products i.e. o Exchange traded Funds, o Separately managed account, o Hedge funds, o Buyout funds and o Venture capital funds
Understanding the difference between investment and financing decisions § Direct versus indirect investment
Investment environment o Investment vehicles o Financial markets § Investment management process