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2,999

*inclusive of taxes

Investment Analysis & Portfolio Management

9,440

2,999

*inclusive of taxes

Enroll Now

9,440

2,999

*inclusive of taxes

Enroll Now

Course Details

2 students enrolled

About Course

  • Listed In : Financial Markets
  • Language : English
  • Difficulty : Advanced
  • Validity : 3 Years
  • Program : Self-Paced Recorded
  • Instructor : Satyendra Singh

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Course Highlights

  • 30 videos
  • 8+ hours of content

Introduction

This course is about Investment Analysis & Portfolio Management

Major contents of this course are: -

1. Financial Market

2. Fixed income securities

3. Ratios

4. Valuations

5. Modern portfolio theory

6. Investment management

Objective

The objective of this course is to introduce the intuition and concepts of Investment analysis and portfolio management. Two broad decisions have been taken by any investors: allocation of the total investment in available asset classes and how to select the assets within asset classes for investment. The decision of allocation and selection of investment assets is based on the trade-off between risk and return availability of the risk-mitigating tools, and investment horizon with other parameters. The aim of the course is to provide the theoretical underpinning of the subject with implications in the real world. This course will be helping Investors to learn about investment analysis and portfolio management. 

Benefits

If you complete the module successfully, you should be able to:

  • understand and evaluate major portfolio management and risk concepts.
  • describe and assess perspectives of economic analysis in capital market expectations.
  • demonstrate the applications of fixed-income securities, risk management, portfolio rebalancing, and portfolio evaluation.
  • critically discuss the relationship between economic activity and investor expectations.
  • construct advanced portfolios
  • utilize professional financial tool skills and case studies to support decisions.
  • Investors can enhance their skills in portfolio management and can be Intelligent investors.

Topics Covered

This course will cover the following topics in  Investment Analysis  and Portfolio  Management :

 

1. Basics of portfolio management

  • The objective of the Investment decisions
  • Security Market
  • Equity and debt market
  • Company analysis ( Qualitative)
  • Industry Analysis

 

2. Financial market details, Portfolio Hedging & Insurance, derivatives and Options

  • Basic of finance
  • Portfolio Hedging and Insurance
  • Hedging and its application
  • Future Vs options
  • Pricing on Future contract
  • Stock and options
  • Time value and time decay in options
  • Hedging, Speculation, and Arbitrage

 

3. Fixed income securities 

  • Fixed-income security definition and its application
  • Money Market Instruments
  • Simple and Compound Interest Rates,
  • Bond Pricing Fundamentals, bond Yields, and Interest Rates 

 

4.   Financial data Analysis

  • Basic of financial statements
  • Income statement or Profit loss statements
  • Balance sheet
  • Cash flow statements
  • Financial ratio ( Quantitative )

 

5.    Valuation

  • Dividend discount model
  • Discounted cash flow model
  • FCFF and FCFE
  • SOTP (Sum of The Parts)
  • Different kinds of valuation methods)

 

6.    Modern portfolio Theory

  • Diversification and Portfolio Risks
  • The equilibrium Module: The Capital Asset Pricing Module

 

 7.  Investment management

  • Investment Companies
  • Active vs. Passive Portfolio Management
  • Classification of funds
  • The other Investment Companies
  • Performance assessment of managed funds (Sharpe Ratio, Treynor Ratio & Jensen measure or (Portfolio Alpha).

Intended Participants

The person should have a graduate degree and preferably from a finance background.

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