INVESTMENT ANALYSIS AND PORTFOLIO MANAGEMENT

UNIT - I

Investment Analysis: Nature - Scope - Elements of Investment Risk & Return Objective of Investment Approaches to Investment Analysis. Securities - Types - Features.

UNIT - II

Investment Alternatives and Strategies: Financial Investment - Non Financial Investment - Inbound and Outbound Investments – Sources of Investment Information - Valuation of Fixed Income Securities and Variable Income Securities (excluding derivatives).

UNIT - III

Fundamental Analysis: Economic – Industry and Company Analysis – Sources of Information for Analysis.

UNIT - IV

Technical Analysis – Types of Charts – Dow Theory, Elliott Wave Theory, Odd – Lot Theory, Breadth of Market, Relative Strength Analysis – Moving Average Analysis - Efficient Market Hypothesis.

UNIT - V

Portfolio Analysis & Management: Portfolio Risk and Return – Diversification - Markowitz Model – Sharpe Model: Single Index Model – CAPM – Arbitrage Pricing Theory.

REFERENCES

  • S.Kevin “Security Analysis and Portfolio Management” PHI Learning Pvt Ltd,New Delhi.
  • V.A.Avadhani, “Security Analysis and Portfolio Management”, Himalaya Publishing House, Mumbai.
  • Punithavathy Pandian, “Security Analysis and Portfolio Management”, Vikas Publishing House Pvt Ltd, New Delhi.
  • M,Ranganatham& R.Madhumathi, “Investment Analysis and Portfolio Management”, Pearson Education (India) Pvt Ltd, New Delhi.
  • Bhalla, Tuteja, “Investment Management”, S.Chand & Sons Publisher, New Delhi.
  • Preeti Singh, “Investment Management”, Himalaya Publishing House, Mumbai.

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