F2 Investment Management Bangalore University B.Com 6th Semester NEP Notes

Unit 1 [Book]
Introduction Investment, AttributesVIEW
Economic Investment vs. Financial InvestmentVIEW
Investment and SpeculationVIEW
Features of a Good investmentVIEW
Investment ProcessVIEW
Financial Instruments:
Money Market instrumentsVIEW
Capital Market InstrumentsVIEW
DerivativesVIEW

 

Unit 2 [Book]
Fundamental analysis:VIEW
EIC Frame WorkVIEW
Global EconomyVIEW
Domestic EconomyVIEW
Business CyclesVIEW
Industry Analysis and Company AnalysisVIEW

 

Unit 3 Technical Analysis [Book]
Technical Analysis ConceptVIEW
Theories:
Dow TheoryVIEW
Eliot Wave theoryVIEW
Charts: Types, Trend and Trend Reversal PatternsVIEW
Mathematical Indicators Moving averages, ROC, RSI, and Market IndicatorsVIEW
Market EfficiencyVIEW
Behavioral FinanceVIEW
Random walk and Efficient Market Hypothesis,VIEW
Forms of Market EfficiencyVIEW
Empirical Test for different forms of market efficiencyVIEW

 

Unit 4 Risk & Return [Book]
Risk and Return Concepts, Concept of RiskVIEW
Types of Risk: Systematic risk, Unsystematic riskVIEW
Calculation of Risk and ReturnsVIEW
Portfolio Risk and Return: Expected Returns of a portfolioVIEW
Calculation of Portfolio Risk and ReturnVIEW

 

Unit 5 Portfolio Management [Book]
Portfolio Management Meaning, Need, ObjectivesVIEW
Process of Portfolio managementVIEW
Selection of Securities and Portfolio analysisVIEW
Construction of optimal portfolio using Sharpe’s Single Index ModelVIEW
Portfolio Performance evaluationVIEW

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