Investment Analysis and Portfolio Management Syllabus and Reference Books




Unit I : Introduction

  • Meaning of Investment – Investment alternatives, Investment Avenues
  • Meaning of Portfolio – What is Portfolio Management – Objectives, Principles of Portfolio Construction.
  • Investment Alternatives
  • Non Marketable Financial Assets – Bonds or fixed Income securities – Equity shares – Mutual Funds – Schemes of mutual funds (only concept of equity scheme, Hybrid Scheme, Debt Scheme) Calculation of “Net Assets Value” (Only Basic Problem)
  • Evaluation of portfolio performances
  • Securities Market
  • Primary Equity Market, IPO<, Book Building Process, Redherring Prospectus. Secondary Market – Stock Markets, Trading & Settlement – Debt Market
  • Role of SBI


Unit II : Time Value of Money

  • Present Value
  • Future Value
  • Present Value of Annuity
  • Future Value of Annuity
  • (compounding & discounting factors concepts and simple problems based on it)


Unit III : Risk & Return

  • Meaning and Types of Returns
  • Holding Period return – Expected return – Annualized return – Measurement of return Risk – Types of Risk – Measurement of Risk. Fundamental and technical analysis


Unit IV : Equity & Debenture Valuation

  • Equity : Balance Sheet Valuation – Dividend Discount Model – zero growth – constant growth – multiple growth model – price earnings ratio model
  • Debentures : Debt Instruments – Bond valuation & Pricing – Yield to maturity (YTM), Interest Rate Risk – Determinants of Interest Rate Risk.


Recommended  books :


  1. Security Analysis and Portfolio Management, Prasanna Chandra, Tata McGraw Hill
  2. Financial Management, Prasanna handra, Tata McGraw Hill
  3. Security Analysis and Portfolio Management, Ravi Kishor, Taxman Publishers
  4. Financial Management, Khan & Jain, Tata McGraw Hill
  5. Fundamentals of Investment Management, Hirt and Block, Tata McGraw Hill. Ed 2009.
  6. Portfolio Management Handbook, Robert A. Strong, Jaico Publishing House, Mumbai

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