Security Analysis And Portfolio Management - Description
Dear readers, here we are offeirng Security Analysis And Portfolio Management PDF to all of you. Portfolio Management comprises of many activities that are targeted at optimizing the investment of client’s funds. There are basically five phases in the portfolio management and each of these phases makes up an integral part of the Portfolio Management and the success of it depends on the effectiveness in implementing these phases.
There are many types of securities available in the market including equity shares, preference shares, debentures and bonds. Apart from it, there are many new securities that are issued by companies such as Convertible debentures, Deep Discount bonds, floating rate bonds, flexi bonds, zero coupon bonds, global depository receipts, etc.
It forms the initial phase of the portfolio management process and involves the evaluation and analysis of risk return features of individual securities. The basic approach for investing in securities is to sell the overpriced securities and purchase underpriced securities. The security analysis comprises of Fundamental Analysis and technical Analysis.
Security Analysis And Portfolio Management PDF – Syllabus
Security Analysis and Portfolio Management Objectives: This course aims to provide a basic knowledge of the theories and practices of modern portfolio choice andinvestment decision. The course will acquaint students with some fundamental concepts such as risk diversification, portfolio selection, capital asset pricing model etc.
The students are also expected to be able to apply certain techniques to evaluate andanalyse risk and return characteristics of securities such as individual stocks, mutual funds, and government and corporate bonds.
DMGT511 Security Analysis And Portfolio Management
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Sr. No |
Description |
| 1. | Introduction to Security Analysis. |
| 2. | Fundamental Analysis: Economic Analysis, Industry Analysis, Company Analysis. |
| 3. | Equity valuation models: balance sheet valuation, dividend discount model, free cash flow models, earnings. |
| 4. | Technical Analysis: Charting techniques & technical indicators, Efficient Market Theory |
| 5. | Introduction to Portfolio Management, Portfolio Analysis. |
| 6. | Capital Asset Pricing Theory (CML & SML). |
| 7. | Arbitrage Pricing Theory. |
| 8. | Models Markowitz risk-return optimization Single Index Model, Two factor and multi factor models. |
| 9. | Portfolio Performance Evaluation. |
| 10. | Portfolio Revision. |
DCOM504 Security Analysis And Portfolio Management
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Sr. No. |
Description |
| 1. | Introduction to Security Analysis: Introduction, approaches to investment decisions and portfolio management process |
| 2. | Fundamental Analysis(Economic Analysis, Industry Analysis and Company Analysis) |
| 3. | Equity valuation models (balance sheet valuation, dividend discount model, free cash flow models, earnings),Bond Valuation |
| 4. | Technical Analysis (Charting techniques & technical indicators), |
| 5. | Efficient Market Theory |
| 6. | Models (Markowitz risk-return optimization Single Index Model, Two factor and multi factor models) |
| 7. | Introduction to Portfolio Management, Portfolio Analysis |
| 8. | Capital Asset Pricing Theory(CML &SML), Arbitrage Pricing Theory |
| 9. | Portfolio Performance Evaluation: Sharpe, Treynor and Jensens index. |
| 10. | Portfolio Revision: Formula plans; constant rupee plan, constant ratio plan and variable ratio plan |
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