MS225 Investment Analysis and Portfolio Management

Unit 1 Introduction to Investment Environment [Book]
Investment Environment Concept, Nature and Scope VIEW
Features of Investment VIEW
Investment Process VIEW VIEW
Investment Avenues: Small, Mid, Small Cap, Penny Stocks VIEW
Investment Risks VIEW VIEW
Risks Types: Systematic and Non- Systematic Risks VIEW
Concept of Beta VIEW VIEW
Risk-return Tradeoff VIEW
Techniques of risk Measurement: VIEW
Variance VIEW
Standard Deviation VIEW VIEW
Covariance VIEW
Coefficient of Determination VIEW
Valuation of bonds VIEW
Valuation of equity’s VIEW VIEW
Unit 2 Fundamental Analysis [Book]
Concept and Significance of economic analysis VIEW
Industry analysis: Introduction, Need VIEW
Alternative classification of industry VIEW
Industry lifecycle analysis VIEW
Economic factor and Industry analysis VIEW
Company Analysis: Nature and Style of Management VIEW
Key role of financial analysis, Ratio analysis VIEW
VIEW
Technical Analysis: Line chart, Bar chart, points and figure chart VIEW
  VIEW
Candlestick chart, Reversal patterns, Continuation pattern VIEW
Dow theory VIEW
Elliot wave theory VIEW
Unit 3 Portfolio Management [Book]
Portfolio Management meaning and process VIEW
Modern Portfolio Theory VIEW
Efficient frontier, Efficient frontier and Investor Utility VIEW
Indifference curve of an Investor VIEW
Equilibrium of an Investor VIEW
Single index Model VIEW
Capital Market Theory VIEW
Capital asset Pricing Model VIEW
Multifactor model of Risk and return: VIEW VIEW
Arbitrage pricing theory VIEW
French and FAMA Model VIEW
Portfolio performance evaluation: Sharpe’s and Treynor’s Portfolio performance evaluation VIEW
Portfolio Alpha VIEW VIEW
Portfolio revision: Active and Passive Strategies VIEW
Unit 4 Capital Market efficiency [Book]
Efficient Market hypothesis VIEW
Forms of Market efficiency VIEW
Measurement of efficiency of the Financial Markets VIEW
Anomalies and Diversion from efficiency VIEW
Behavioral biasies VIEW

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