Investment Analysis and Portfolio Management [IAPM] Subject – TYBMS Question Bank 2018

IAPM

Unit 1

1. Explain the investment process in detail
2. What are the factors affecting the investment process
3. What are the various investment avenues to park surplus funds
4. Elaborate the various participants in the capital market
5. What is the role of investment banker
6. What are the different market indices and their role
7. What are the benefits of Depositary settlement
8. What are the advantages of online trading

Unit 2

1. What are the different types of risk
2. Numericals on Risk, SD, Variance, Coeffecient of variation, weighted returns, Beta

Unit 3

1. Explain the portfolio management process
2. What are the objectives of portfolio management
3. What are the approaches and principles for portfolio construction
4. What is fundamental and technical analysis (Fundamental vs technical)
5. What are the different types of charts and uses of them
6. Use of moving averages and oscillators
7. Numerical on ratios

Unit 4

1. Elaborate some theories on portfolio constructions
2. What is Security market line and what are the assumptions of the CAPM model
3. Numericals on CAPM and portfolio evaluation

For any further clarifications, please feel free to contact Prof Vipin Saboo on 9820779873