MS225 Investment Analysis & 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