BMBFM01 Investment Management and Portfolio Management 3rd Semester AKTU MBA Notes

Unit 1 [Book]
Overview of Capital Market VIEW
Market of Securities VIEW
Stock Exchange and New Issue Markets, Nature, Structure, Functioning and Limitations VIEW
Trading of Securities:
Equity VIEW
Debentures VIEW
Bonds VIEW
Securities Trading, Types of Orders, Margin Trading VIEW
Securities Clearing and Settlement Procedures VIEW
Regularity Systems for Equity Markets VIEW
Type of investors VIEW
Aim and Approaches of Security analysis VIEW
Unit 2 [Book]
Risk and Return: Concept of Risk VIEW
Component and Measurement of Risk VIEW
Covariance VIEW
Correlation risk VIEW
Fundamental coefficient VIEW
Measurement of Systematic Analysis VIEW
Economic, Industry, Company Analysis VIEW
Portfolio Risk and Return VIEW
Beta as a measure of risk, Calculation of Beta VIEW
Selection of Portfolio VIEW
Markowitz’s Theory VIEW
Single Index Model VIEW
Unit 3 [Book]
Technical Analysis VIEW
DOW Theory VIEW
Support and Resistance Level VIEW
Type of Charts and its interpretations VIEW
Trend line VIEW
Gap Wave Theory VIEW
Relative Strength analysis VIEW
Technical Versus Fundamental Analysis VIEW
Nature of Stock Markets: VIEW
EMH (Efficient Market Hypothesis) and its Implications for Investment decision VIEW
Capital Market Theorem VIEW
CAPM (Capital Asset Pricing Model) VIEW
Arbitrage Pricing Theory VIEW
Unit 4 [Book]
Valuation of Equity VIEW
Discounted Cash-flow Techniques VIEW
Balance Sheet Valuation VIEW
Dividend Discount Models VIEW
Intrinsic Value and Market Price VIEW
Earnings Multiplier Approach VIEW
P/E Ratio VIEW
Price / Book Value VIEW
Price / Sales Ratio VIEW
Economic value added (EVA) VIEW
Valuation of Debentures/Bonds VIEW
Nature of Bonds, Valuation VIEW
Bond Theorem VIEW
Term Structure of Interest Rates VIEW
Meaning, Features, and Types of Derivatives VIEW
Role and Significance of Derivatives in Financial Markets VIEW
Participants in Derivative Markets: Hedgers, Speculators, and Arbitrageurs VIEW
Regulatory framework of Derivative Markets VIEW
Unit 5 [Book]  
Portfolio Management VIEW
Portfolio Performance Evaluation VIEW
Portfolio Performance Evaluation of existing Portfolio using Sharpe, Treynor and Jensen Measures VIEW
Finding Alternatives and Revision of Portfolio VIEW
Portfolio Management VIEW
Mutual Fund Industry VIEW

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