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Security Analysis & portfolio management Security Analysis & portfolio management

Security Analysis & portfolio management - PowerPoint Presentation

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Uploaded On 2018-09-22

Security Analysis & portfolio management - PPT Presentation

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

analysis market portfolio index market analysis index portfolio institutional theory stock module investment fii security dii valuation qib risk

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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