Investment and Portfolio Management Bangalore University 5th Semester BBA Notes

Unit 1
Concept and Objectives of Investment VIEW
Distinction between Investment, Speculation, and Gambling VIEW
Types of Investors VIEW
Investment Avenues, Equity Shares, Bonds, Mutual Funds, and Derivatives VIEW
Financial Markets VIEW
Capital Market VIEW
Money Market VIEW
Risk and Return, Meaning and Types VIEW
Factors Influencing Investment Decisions VIEW
Overview of the Indian Investment Scenario VIEW
Simple and Compound Return Calculations VIEW
Basic problems on Risk Measurement VIEW
Unit 2
Measurement of Return, Holding Period Return, Expected Return VIEW
Measurement of Risk, Variance and Standard Deviation VIEW
Relationship Between Risk and Return VIEW
Systematic and Unsystematic Risk VIEW
Concept of Risk Premium VIEW
Variance and Standard Deviation VIEW
Unit 3
Meaning and Scope of Security Analysis VIEW
Fundamental Analysis, Economic Analysis, Industry Analysis, and Company Analysis VIEW
Overview of Financial Statement Analysis VIEW
Technical Analysis, Assumptions, Charts, Trends and Indicators VIEW
Moving Averages VIEW
Efficient Market Hypothesis, Weak, Semi-Strong and Strong VIEW
Valuation illustrations VIEW
Unit 4
Portfolio, Concept and Significance VIEW
Diversification and Reduction of Risk VIEW
Markowitz Modern Portfolio Theory, Assumptions and Limitations VIEW
Efficient Frontier VIEW
Correlation VIEW
Covariance VIEW
Two-Asset Portfolio Analysis VIEW
Two-Asset Portfolio Return VIEW
Portfolio Risk Calculation VIEW
Unit 5
Portfolio Evaluation, Needs, Performance VIEW
Risk-Adjusted Performance Measures VIEW
Portfolio Revision, Concepts, Strategies VIEW
Portfolio Rebalancing VIEW
Role of Professional Portfolio Management Services VIEW
Performance Evaluation Problems Using Sharpe, Treynor and Jensen Measures VIEW

One thought on “Investment and Portfolio Management Bangalore University 5th Semester BBA Notes

Leave a Reply

error: Content is protected !!