Course Objectives This course aims at providing a clear understanding of the changing domestic and global investment scenario in general and Indian capital market in particular with reference to availability of various financial products and operations of stock exchanges ID: 675470
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Slide1
Security Analysis & portfolio managementSlide2
Course Objectives
This course aims at providing a clear understanding of the
changing domestic and global investment scenario in general and Indian capital market
in particular with reference to availability of various financial products and operations of stock exchanges.
Important
theories, techniques, regulations and certain advancements in theory of investment
will be covered with an aim of helping the participants make sound investment decisions both in the context of individual security and portfolio investment. Slide3
Module II: Debt
Malkiels's Law ( Random walk theory)
Interrelationship
of Bond Market and Stock
market
International events and its impact on security market Risk and return in the context of Portfolio Common stock valuation models, Term structure of Interest Rates,Role of FII"S, DII/MF /QIB in Capital market.Participatory notes and its Impact, index formation..
FII:
foreign institutional
investor
DII:Domestic
institutional
investors
MF: Mutual Fund
QIB: Qualified Institutional buyer
Slide4
Module III:
Fundamental
analysis-Economic &industry
analysis
concept of Business CyclesIndicators of economic prosperity (GDP, Prosperity Index)Industry analysis, Company analysis, Company valuation.DOW"s Theory, Various Technical analysis tools like Moving averages, Volume Analysis, Indicators, RSI( Relative strength Index), Patten analysisCandle sicks, Market breadth analysis, Trend analysis
,
Elliot
wave Rules Fibonacci numbers, ROC/RSI, CAPM and Fama and French challenge,
lagging
indicators and leading indicators analysis, reading and interpretations of technical patterns and charts
,
Other
tools to Forecast the market and take Entry and exit decisionsSlide5
Module VI:
Arbitrage
pricing theory
,
Generating
the efficient frontier,Efficient market theory, Valuation by PE ratio /Book value to price value analysis,Motivation for partitioning of risk, Markowitz Risk -return optimization, Slide6
Module V:
Types
of Mutual Funds--SIP/ELSS,
Tax
Implications.
Investment Banking Role of Fund Manager, Portfolio management services, churning and revision of Portfolio, Portfolio re balancing and up gradationSharpe"performance Index, Trennor"performance Index, Jensen's performance Index. Slide7
Module II: Debt
Malkiels's Law ( Random walk theory)
Interrelationship
of Bond Market and Stock
market
International events and its impact on security market Risk and return in the context of Portfolio Common stock valuation models, Term structure of Interest Rates,Role of FII"S, DII/MF /QIB in Capital market.Participatory notes and its Impact, index formation..
FII:
foreign institutional
investor
DII:Domestic
institutional
investors
MF: Mutual Fund
QIB: Qualified Institutional buyer