Investment analysis & Portfolio Management course

Financial Market, Fixed income securities, Ratios, Valuations , Modern portfolio theory, Investment managment

Ratings: 4.40 / 5.00

This course will cover following topics in Investment analysis and Portfolio Management course

1. OBJECTIVES OF INVESTMENT DECISIONS

Introduction

Types of investors (individuals and Institutions)

Constraints , Liquidity , investment horizons and Taxation

2. FINANCIAL MARKETS

Primary and Secondary Markets, Trading in Secondary Markets

The Money Market (T-Bills, commercial Paper and cd)

he Bond Market (Treasury Notes (T-Notes) and T-Bonds, state and Municipal Government bonds, Corporate Bonds and International bonds)

3. FIXED INCOME SECURITIES

The Time Value of Money, Simple and Compound Interest Rates, Bond Pricing Fundamentals ,bond Yields and Interest Rates

4. CAPITAL MARKET EFFICIENCY

Market Efficiency (Weak-form Market Efficiency, Semi-strong Market Efficiency & Strong Market Efficiency)

5. FINANCIAL ANALYSIS AND VALUATION

The Analysis of Financial Statement

Income Statement (Profit & Loss) , Balance Sheet & Cash Flow Statement

Financial Ratios (Return, Operation and, Profitability Ratios)

The valuation of common stocks

6. MODERN PORTFOLIO THEORY

Diversification and Portfolio Risks

The equilibrium Module: The Capital Asset Pricing Module

7. MODERN PORTFOLIO THEORY

Introduction, Forwards and Futures , Call and Put Options, Forward and Future Pricing

Option Pricing

8. INVESTMENT MANAGEMENT

Investment Companies

Active vs. Passive Portfolio Management

Classification of funds

The other Investment Companies

Performance assessment of managed funds (Sharpe Ratio, Traynor Ratio & Jensen measure or (Portfolio Alpha) .

More than 200 objective multiple choice questions which will help in being good knowledge in investment and portfolio management

This course will help to be good investor and helping in enhancement of to be portfolio management skills.