Introduction to Financial system, securities market & portfolio management:
● Investment Planning
● Overview of Financial System
● Introduction to Stock Market and bond market.
Investment and Risk:
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· Financial and economic meaning of investment
· Characteristics and objective of investment
· Investment vs. Speculation,
· Investment vs. Gambling,
Investment and Risk:
· Types of Investor & Investment Avenues
· Meaning of Risk,
· Element of Risk,
· Measurement of Risk
The asset allocation decision
· Individual investor life cycle
· The portfolio management process
· The need for policy statement
· Input to policy statement
· Constructing the policy statement
Fundamental Analysis: Economy Analysis:
● Meaning of Fundamental Analysis,
● Economy Industry Company,
● Analysis Framework,
● Economy Analysis,
Fundamental Analysis:
● Economic Forecasting,
● Forecasting Techniques
Industry and Company Analysis:
· Industry Analysis
· Company Analysis
Development in investment theory
● Efficient capital markets
● Tests and results of efficient market hypothesis
● Markowitz portfolio theory
Analysis and management of Bonds:
· Bond features
· Valuation of bonds
· Types of bond
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· Calculating the future rate bonds
Analysis and management of Bonds:
● Bond portfolio performance, style and management strategies
● Passive and active management
● Core-plus management strategies
Analysis and management of common Stock :
· Micro valuation analysis
· Valuation using earnings multiplier
· Estimating expected earnings per share
· Estimating the stock market earnings multiplier
Capital Asset Pricing Model:
· Fundamental Notion of Portfolio Theory,
· Assumptions of CAPM, Efficient Frontier with riskless lending and borrowing,
· Capital Market Line Security Market line,
· Pricing of Securities With CAPM
Return and risk:
· The Arbitrage Pricing Theory, Risk, cost of capital and valuation
Evaluation of Portfolio Performance
· Portfolio Analysis
· Portfolio Selection
· Selecting the Best Portfolio
Specification and evaluation of asset management:
● The asset management industry
● Private management and advisory firms, Organization and management of investment
companies
Specification and evaluation of asset management:
● Valuing investment company shares
● Closed end versus open end investment companies
● Investing in alternative asset classes