BCOM208 Investment and Portfolio Management GGSIPU B.COM 4th Sem Notes

Unit 1 [Book]

Introduction to Investment Management, Investment Process VIEW
Investment Vs. Speculation VIEW
Avenues for investment; Securities, Features and Classes VIEW
Risk Tolerance VIEW
Risk Concept, Elements, Types (Systematic and Unsystematic) VIEW
Measurement of Risk VIEW
Risk and Return Analysis VIEW
Individual Security and Portfolio, Measurement of Portfolio Risk VIEW
Diversification Markowitz Theory VIEW
Creation of Minimum risk portfolio VIEW
Unit 2 [Book]  
Valuation Models, Factors influencing Valuation VIEW
Prices of Securities VIEW
Capital Asset Pricing Model VIEW
Value of Equity:  
Constant Growth Model VIEW
Dividend Capitalization Model VIEW
Earning Capitalization Model VIEW
P/E Multiples based Valuation VIEW
Value of Bonds & Debentures, Current Yield, YTM, YTC VIEW
Government Securities returns VIEW
Introduction to Derivatives, Forwards, Options, Futures VIEW
Unit 3 [Book]  
Economy, Industry and Company Analysis VIEW
Fundamental Analysis, Technical Analysis VIEW
Charts Types, Techniques and Importance VIEW
Dow Theory VIEW
Efficient Market Hypothesis Strong, Weak and Semi Strong Efficiency in Markets VIEW
Unit 4 [Book]  
Mutual Fund Concept and Types, Debt, Equity, Balanced, Tax Saving, Offshore Fund. Regulation of Mutual Fund, Money Market Mutual funds, Assets Under Management, Net Asset Value, Exchange Traded Funds, Real Estate Investment Trust, Value Investing VIEW
Green Investing VIEW
Environmental Social Governance based Investing VIEW
Socially Responsible Investing VIEW
Behavioural Finance VIEW

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