INVESTMENT ANALYSIS AND PORTFOLIO MANAGEMENT (4 Credits)

Learning Outcomes:

On successful completion of this Course, students will be able to: Explain the Investment theory, asset allocation and efficient capital markets; Apply valuation principles of stocks and bonds; Apply stock and bond portfolio management strategies; Explain derivative securities and alternative assets.

Topics:

1. Overview of the Investment Process;
2. The Asset Allocation Decision;
3. Customer Insight and Market Analysis;
4. Analysis of Financial Statements;
5. Business Environment;
6. Macroanalysis and Microvaluation of the stock market;
7. Industry analysis;
8. Company Analysis and Stock Valuation;
9. Bond Fundamentals & Valuation of bonds;
10. Design Process;
11. Introduction to Portfolio Management;
12. Introduction to Asset Pricing Models;
13. Equity Portfolio Management Strategies;
14. Bond Portfolio Management Strategies;
15. Product/Service Development;
16. Evaluation of Portfolio Performance;
17. Option Contracts;
18. Forward and Futures Contracts;
19. Prototyping Product;
20. Professional Money Management and Alternative Assets;
21. Evaluating Product/Services.