University of Mumbai BMS Notes – Page 169

Change Management University of Mumbai BMS 4th Sem Notes

by indiafreenotes09/04/202007/04/20231

Unit 1 Introduction {Book}
Introduction & Level of Change, Importance	VIEW	VIEW
Imperatives of change		VIEW
Forces of change		VIEW
Causes of Change: Social, economic, Technological and Organizational		VIEW
Organizational Culture and Change		VIEW
Types and Models of Change:
Kurt Lewin’s change Model		VIEW
Action research change Model		VIEW
Expanded process Model		VIEW
A.J. Leavitts Model		VIEW

Unit 2 Impact of Change {Book}
Organizational Change & its implementations	VIEW
Individual change: Concept, Need, Importance	VIEW
Risk of not having individual perspective	VIEW
Team Change: Concept, Need, Importance & Limitation	VIEW
Change and its Impact: Resistance to change & Sources	VIEW
Resistance to change	VIEW
Sources of individual Resistance	VIEW
Sources of organizational Resistance	VIEW

Unit 3 Resistance to Change {Book}
Overviewing Resistance to Change:			VIEW
Manifestations of resistance			VIEW
Six Box Model			VIEW
Minimizing Resistance to Change			VIEW
OD interventions to overcome change: Meaning and Importance			VIEW
Team intervention			VIEW
Role analysis technique			VIEW
Coaching & Mentoring			VIEW
T-group, Job expectation Technique			VIEW
Behaviour modification			VIEW
Managing role Stress	VIEW	VIEW	VIEW

Unit 4 Effective implementation to Change {Book}
Effective implementation to Change: effective change process		VIEW
Change agents		VIEW
Systematic approach to change, Client & Consultant relationship		VIEW
Classic skills of Leaders	VIEW	VIEW
Case study on Smart change leaders		VIEW
Caselets on Action Research		VIEW

Conflict & Negotiation University of Mumbai BMS 4th Sem Notes

by indiafreenotes09/04/202007/04/20231

Unit 1 Overview of Conflict {Book}
Meaning of Conflict, Nature		VIEW
Transitions in Conflict thought: Traditional, Human Relations, Interactionist		VIEW
Functional and Dysfunctional Conflict		VIEW
Levels of conflicts		VIEW
Process of conflicts		VIEW
Organizational conflicts, Causes, Benefits and Limitations	VIEW	VIEW
Conflict outcomes: Win-lose, Lose-Lose, Compromise, win-win		VIEW
Domains of conflicts: Superiority, Injustice, Vulnerability, Distrust, Helplessness		VIEW

Unit 2 Conflict Management {Book}
Meaning of Conflict Management, Need & Conflict		VIEW
Conflict Resolution Strategies: Competing, Accommodating, Intra-group and Inter-group Levels		VIEW
Prevention of Industrial conflicts:
Labour welfare officer	VIEW	VIEW
Tripartite and Bipartite Bodies, Standing orders		VIEW
Grievance procedure	VIEW	VIEW
Collective Bargaining	VIEW	VIEW
Settlements of conflicts: Investigation, Mediator, Conciliation, Voluntary arbitration, Compulsory arbitration		VIEW
Labour courts, Industrial Tribunals, National Tribunals		VIEW

Unit 3 Overview of Negotiation {Book}
Negotiation Meaning Process, Factors	VIEW
Negotiation Importance, Elements affecting Negotiation	VIEW
Challenges for an effective negotiation	VIEW
Role of Communication, Personality and emotions in Negotiation	VIEW
Distributive and Integrative Negotiation	VIEW
Cross-cultural Negotiation: Meaning, Factors influencing Cross-cultural Negotiation	VIEW
Ways to resolve Cross cultural Negotiation	VIEW
Types of Negotiations: Day to Day, Employer-Employee, Negotiation between Colleagues	VIEW
Commercial negotiation	VIEW
Legal Negotiation	VIEW

Unit 4 Meaning Negotiations, Ethics of Negotiation and 3D Negotiation {Book}
Third Party Negotiation: Mediation, Arbitration, Conciliation, Consultation	VIEW
Skills for effective Negotiation	VIEW
Negotiation as an Approach to Manage conflicts	VIEW
Ethics in Negotiation: Meaning, Need, Ethically Ambiguous Negotiation Tactics	VIEW
Culture and Negotiation: Meaning, Influence of culture on negotiations	VIEW
3D Negotiation: Meaning, The 3 dimensions for successful negotiations	VIEW

Business Economics II University of Mumbai BMS 4th Sem Notes

by indiafreenotes09/04/202007/04/20233

Unit 1 Introduction to Macroeconomics Data and Theory {Book}
Macroeconomics Meaning, Scope and Importance		VIEW
Circular flow of aggregate income and expenditure		VIEW
Closed and open economy Models		VIEW
The Measurement of National product: Meaning and Importance		VIEW
Conventional and Green GNP		VIEW
NNP Concept		VIEW
Relationship between National income and Economic Welfare		VIEW
Short run economic fluctuations		VIEW
Features and Phases of Trade cycle	VIEW	VIEW
The Keynesian principal of Effective Demand:		VIEW
Aggregate Demand and Aggregate Supply		VIEW
Consumption function, Investment function		VIEW
Effects of investment Multiplier on change in income and output		VIEW

Unit 2 Money, Inflation and Monetary Policy {Book}
Money Supply: Determinants of Money Supply	VIEW
Factors influencing Velocity of Circulation of Money	VIEW
Demand for Money	VIEW
Classical and Keynesian approaches of Demand for Money	VIEW
Keynesian liquidity preference theory of interest	VIEW
Money and Prices	VIEW
Quantity Theory of Money	VIEW
Fisher equation of exchange	VIEW
Cambridge cash balance approach	VIEW
Inflation	VIEW
Demand Pull inflation	VIEW
Cost push inflation	VIEW
Effects of inflation, Nature of inflation in Developing countries	VIEW
Monetary Policy: Meaning, Objectives and instruments	VIEW
Inflation Targeting	VIEW

Unit 3 Constitutes of Business Policy {Book}
Role of a Government to provide Public goods	VIEW
Principles of Sound and Functional finance	VIEW
Fiscal policy: Meaning, objectives	VIEW
Contra cyclical Fiscal policy	VIEW
Discretionary Fiscal Policy	VIEW
Instruments of Fiscal Policy:	VIEW
Canons of Taxation	VIEW
Factors influencing incidence of Taxation	VIEW
Effects of taxation Significance of Public expenditure	VIEW
Social security contributions- Low-income Support and Social Income Policy	VIEW
Public Debt: Types	VIEW
Fiscal Solvency	VIEW
Burden of Debt finance	VIEW
Union Budget: Structure, Deficit	VIEW
Fiscal Responsibility and Budget Management Act	VIEW

Unit 4 Open economy: Theory and Issues of International Trade {Book}
The Basis of International Trade		VIEW
Ricardo’s Theory of Comparative cost advantage, Gains from Trade		VIEW
The Heckshers-ohlin theory of factor endowments		VIEW
Terms of Trade, Meaning and Types		VIEW
Factors determine terms of trade		VIEW
Free Trade vs Protected Trade	VIEW	VIEW
Foreign Investment		VIEW
Foreign portfolio investment, Benefits		VIEW
Foreign Direct Investment, Merits		VIEW
Role of Multinational corporations		VIEW
Balance of Payments: Structure		VIEW
Types of Disequilibrium		VIEW
Measures to correct disequilibrium in BPO		VIEW
Foreign Exchange and foreign exchange Market		VIEW
Spot and Forward rate of exchange		VIEW
Hedging		VIEW
Speculation and Arbitrage	VIEW	VIEW
Fixed and Flexible exchange rate		VIEW
Managed flexibility		VIEW

Business Research Methods University of Mumbai BMS 4th Sem Notes

by indiafreenotes09/04/202007/04/20231

Unit 1 Introduction to Business Research Methods {Book}
Meaning and objectives of Research		VIEW
Types of Research:
A) Pure, Basic and Fundamental Research		VIEW
B) Applied Research		VIEW
C) Empirical Research		VIEW
D) Scientific and Social Research		VIEW
E) Historical, Exploratory, Descriptive, Casual Research		VIEW
Variables Research		VIEW
Qualitative Research		VIEW
Quantitative Research		VIEW
Stages in Research Process		VIEW
Characteristics of Good Research		VIEW
Hypothesis Meaning, Nature, Significance		VIEW
Types of Hypothesis, Sources		VIEW
Research Design: Meaning, Definition, Need and Importance		VIEW
Essentials of a good Research Design		VIEW
Areas/Scope of research Design		VIEW
Sampling and Sample, Methods of Sampling	VIEW	VIEW
Non-Probability Sampling: Convenient, Judgement, Quota, Snow Ball		VIEW
Probability Sampling: Simple, Random, Stratified, Cluster, Multi Stage		VIEW

Unit 2 Data Collection and Processing {Book}
Types of Data and Sources: Primary and Secondary Data Sources	VIEW
Methods of Primary Data Collection:
a) Observation: Structured and Unstructured	VIEW
Disguised and Undisguised	VIEW
Mechanical observations	VIEW
b) Experimental: Field, Laboratory	VIEW
c) Interview: Personal interview, Focused group, In-depth Interview	VIEW
d) Survey: Telephonic Survey, Mail, E-mail, Internet Survey, Social Media and Media Listening	VIEW
e) Survey interview: Questionnaire Designing	VIEW
f) Types of question: Structured/Close-end, Unstructured/open-end	VIEW
Dichotomous, Multiple type Questions	VIEW
g) Scaling Techniques: Likert Scale, Semantic Differential Scale	VIEW

Unit 3 Data Analysis and Interpretation {Book}
Processing of Data: Editing field and office editing	VIEW
Coding: Meaning and essentials	VIEW
Tabulation	VIEW
Analysis of Data: Meaning, Purpose and Types	VIEW
Interpretation of Data: Essentials, Importance	VIEW
Significance of Processing of Data	VIEW
Multivariate analysis concept	VIEW
Testing of Hypothesis Concept and Problems	VIEW
Chi Square test, Z and T test	VIEW

Unit 4 Advanced techniques in Report Writing {Book}
Report writing Meaning, Importance, Functions	VIEW
Essential of good Report	VIEW
Content of Report	VIEW
Steps in writing a Report	VIEW
Types of reports, Footnotes and Bibliography	VIEW
Ethics and Research	VIEW
Objectivity, Confidentiality and Anonymity in Research	VIEW
Plagiarism in Report	VIEW

Investment Analysis & Portfolio Management University of Mumbai BMS 5th Sem Notes

by indiafreenotes09/04/202007/04/20231

Unit 1 Introduction to Investment Environment {Book}
a) Introduction to Investment Environment
Investment Environment: Introduction	VIEW
Investment Process	VIEW
Criteria for Investment	VIEW
Types of Investors	VIEW
Investment V/s Speculation V/s Gambling	VIEW
Investment Avenues	VIEW
Factors Influencing Selection of Investment Alternatives	VIEW
b) Capital Market in India
Capital Market in India Introduction	VIEW
Concepts of Investment Banks its Role and Functions	VIEW
Stock Market Index	VIEW
The NASDAQ	VIEW
SDL	VIEW
NSDL	VIEW
Benefits of Depository Settlement	VIEW
Online Share Trading and its Advantages	VIEW
Concepts of Small cap, Large cap, Midcap	VIEW
Penny Stocks	VIEW

Unit 2 Risk Return Relationship {Book}
Risk Return Relationship: Meaning	VIEW
Types of Risk- Systematic and Unsystematic risk	VIEW
Measurement of Beta	VIEW
Measurement of Standard Deviation, Variance	VIEW
Reduction of Risk through Diversification	VIEW
Practical Problems on Calculation of Standard Deviation, Variance and Beta	VIEW

Unit 3 Portfolio Management and Security Analysis {Book}
a) Portfolio Management:
Portfolio Management: Meaning and Concept, Objectives	VIEW
Portfolio Management Process	VIEW
Basic Principles	VIEW
Factors affecting Investment Decisions in Portfolio Management	VIEW
Portfolio Strategy Mix	VIEW
b) Security Analysis:
Fundamental Analysis, Economic Analysis, Industry Analysis, Company Analysis	VIEW
Technical Analysis: Basic Principles of Technical Analysis	VIEW
Uses of Charts: Line Chart, Bar Chart, Candlestick Chart	VIEW
Mathematical Indicators:
Moving Averages	VIEW
Oscillators	VIEW

Unit 4 Theories, Capital Asset Pricing Model and Portfolio Performance Measurement {Book}
a) Theories
Dow Jones Theory	VIEW
Elliot Wave Theory	VIEW
Efficient Market Theory	VIEW
b) Capital Asset Pricing Model:
Assumptions of CAPM, CAPM Equation	VIEW
Capital Market Line	VIEW
Security Market Line	VIEW
c) Portfolio Performance Measurement:
Meaning of Portfolio Evaluation: Sharpe’s Ratio, Treynor’s Ratio, Jensen’s	VIEW

Commodity & Derivatives Market University of Mumbai BMS 5th Sem Notes

by indiafreenotes09/04/202007/04/20231

Unit 1 Introduction to Commodities Market and Derivatives Market {Book}
a) Introduction to Commodities Market:
Meaning, History & Origin		VIEW
Types of Commodities Traded		VIEW
Structure of Commodities Market in India		VIEW
Participants in Commodities Market		VIEW
Trading in Commodities in India (Cash & Derivative Segment)		VIEW
Commodity Exchanges in India & Abroad	VIEW	VIEW
Reasons for Investing in Commodities		VIEW
b) Introduction to Derivatives Market:
Derivatives Market: Meaning, History & Origin	VIEW	VIEW
Elements of a Derivative Contract		VIEW
Factors Driving Growth of Derivatives Market		VIEW
Types of Derivatives		VIEW
Types of Underlying Assets		VIEW
Participants in Derivatives Market		VIEW
Advantages & Disadvantages of Trading in Derivatives Market		VIEW
Current Volumes of Derivative Trade in India		VIEW
Difference between Forwards & Futures		VIEW

Unit 2 Futures and Hedging {Book}
a) Futures:
Futures Contract Specification, Terminologies	VIEW
Concept of Convergence	VIEW
Relationship between Futures Price & Expected Spot Price	VIEW
Basis & Basis Risk	VIEW
Pricing of Futures Contract, Cost of Carry Model	VIEW
b) Hedging:	VIEW
Speculation & Arbitrage using Futures	VIEW
Long Hedge & Short Hedge	VIEW
Cash & Carry Arbitrage	VIEW
Reverse Cash & Carry Arbitrage	VIEW
Payoff Charts & Diagrams for Futures Contract	VIEW
Perfect & Imperfect Hedge	VIEW

Unit 3 Options and Option Pricing Models {Book}
a) Options:
Options Contract Specifications, Terminologies	VIEW
Call Option, Put Option	VIEW
Difference between Futures & Options	VIEW
Trading of Options	VIEW
Valuation of Options Contract	VIEW
Factors affecting Option Premium	VIEW
Payoff Charts & Diagrams for Options Contract	VIEW
Basic Understanding of Option Strategies	VIEW
b) Options Pricing Models:
Binomial Option Pricing Model	VIEW
Black – Scholes Option Pricing Model	VIEW

Unit 4 Trading, Clearing & Settlement in Derivatives Market and Types of Risk {Book}
a) Trading, Clearing & Settlement in Derivatives Market:
Meaning and Concept Trading, Clearing & Settlement in Derivatives Market	VIEW	VIEW	VIEW
SEBI Guidelines in Derivatives Market			VIEW
Trading Mechanism			VIEW
Clearing Mechanism			VIEW
Types of Orders in Derivatives Market			VIEW
NSCCL its Objectives & Functions			VIEW
Types of Settlement in Derivatives Market			VIEW
b) Types of Risk:
Value at Risk, Methods of calculating VaR			VIEW
Risk Management Measures			VIEW
Types of Margins, SPAN Margin			VIEW

Wealth Management University of Mumbai BMS 5th Sem Notes

by indiafreenotes09/04/202007/04/20231

Unit 1 Introduction {Book}
a) Introduction to Wealth Management:
Meaning, Scope of Wealth management		VIEW
Components of Wealth management		VIEW
Process of Wealth management		VIEW
Wealth management Needs & Expectation of Client’s		VIEW
Code of Ethics for Wealth Manager		VIEW
b) Personal Financial Statement Analysis:
Financial Literacy	VIEW	VIEW
Financial Goals and Planning		VIEW
Cash Flow Analysis		VIEW
Building Financial Plans		VIEW
Life Cycle Management		VIEW
c) Economic Environment Analysis:
Interest Rate, Yield Curves, Real Return		VIEW
Key economic Indicators: Leading, Lagging, Concurrent		VIEW

Unit 2 Insurance Planning and Investment Planning {Book}
a) Insurance Planning:
Meaning of Insurance					VIEW
Basic Principles of Insurance				VIEW	VIEW
Rights and Responsibilities of Insurer and Insured					VIEW
Types of life Insurance Policies					VIEW
Types of General Insurance Policies	VIEW	VIEW	VIEW	VIEW	VIEW
Health Insurance				VIEW	VIEW
Mediclaim					VIEW
Calculation of Human Life Value – Belth Method/CPT					VIEW
b) Investment Planning:					VIEW
Types of Investment Risk					VIEW
Risk Profiling of Investors & Asset Allocation (Life Cycle Model)					VIEW
Asset Allocation Strategies (Strategic, Tactical, Life-Cycle based)					VIEW
Goal-based Financial Planning					VIEW
Active & Passive Investment Strategies					VIEW

Unit 3 Financial Mathematics/ Tax and Estate Planning {Book}
a) Financial Mathematics:
Calculation of Returns (CAGR, Post-tax Returns etc.)			VIEW
Total Assets			VIEW
Net Worth Calculations			VIEW
Financial Ratios		VIEW	VIEW
b) Tax and Estate Planning:
Tax Planning Concepts			VIEW
Assessment Year, Financial Year			VIEW
Income Tax Slabs			VIEW
TDS			VIEW
Advance Tax			VIEW
LTCG, STCG		VIEW	VIEW
Carry Forward & Set-off		VIEW	VIEW
Estate Planning Concepts, Types of Will, Requirements of a Valid Will, Trust			VIEW
Deductions	VIEW	VIEW	VIEW
Exemptions		VIEW	VIEW

Unit 4 Retirement Planning/ Income Streams & Tax Savings Schemes {Book}
a) Retirement Planning:
Understanding of different Salary Components	VIEW
Introduction to Retirement Planning, Purpose & Need, Life Cycle Planning	VIEW
Financial Objectives in Retirement Planning	VIEW
Wealth Creation: Factors and Principles	VIEW
Retirement: Evaluation & Planning	VIEW
Pre & Post-Retirement Strategies	VIEW
Tax Treatment	VIEW
b) Income Streams & Tax Savings Schemes:
Pension Schemes	VIEW
Annuities, Types of Annuities	VIEW
Various Income Tax Savings Schemes	VIEW

Financial Accounting University of Mumbai BMS 5th Sem Notes

by indiafreenotes09/04/202007/04/20231

Unit 1 Preparation of Final Accounts of Companies {Book}
Relevant provision of Companies Act related to preparation of Final Accounts		VIEW
Preparation of Financial statements as per Companies Act	VIEW	VIEW
AS1 in relation to final accounts of companies	VIEW	VIEW

Unit 2 Underwriting of Shares and Debentures{Book}
Underwriting	VIEW	VIEW
Underwriting of Shares, Debentures		VIEW
Underwriting Commission, Provision of companies Act. with respect to Payment of underwriting commission		VIEW
Underwriters, Sub-underwrites, Brokers and Managers to issues		VIEW
Types of Underwriting, Abatement Clause		VIEW
Market, Unmarked and Firm-underwriting applications		VIEW
Liability of the underwriters in respect of underwriting contract		VIEW

Unit 3 Accounting of Transactions of Foreign Currency {Book}
In Relation to purchase and Sale of goods, Services, assets loan and Credit transactions	VIEW
Computation and Treatment of exchange rate Differences	VIEW

Unit 4 Investment Accounting (w.r.t Accounting Standard-13) {Book}
Investment Accounting for Shares (Variable income bearing securities)	VIEW
Investment Accounting for Debentures/Preference Shares (fixed income bearing securities)	VIEW
Accounting for transactions of purchase and Sale of investments with ex and cum interest prices	VIEW
Finding cost of investment sold and carrying cost as per weighted average method	VIEW
Columnar format for investment Account	VIEW

Unit 5 Ethical Behaviour and Implications for Accounts {Book}
Introduction, Meaning of Ethical Behaviour in Accounts				VIEW
Financial Reports: Link between law, corporate governance, CSR and ethics				VIEW
Need of ethical behavior in accounting profession				VIEW
Implication of ethical values for the principles versus rule-based approaches to accounting Standards				VIEW
The principle-based approach and ethics				VIEW
The accounting standard setting process and ethics	VIEW	VIEW		VIEW
The IFAC code of ethics for Professional Accountants				VIEW
Contents of Research report in Ethical Practices				VIEW
Implications of unethical behavior for financial reports				VIEW
Company code of ethics	VIEW		VIEW	VIEW
The increasing role of Whistle-Blowing				VIEW

Read More: https://indiafreenotes.com/oubcom-accounting-standards/

Risk Management University of Mumbai BMS 5th Sem Notes

by indiafreenotes09/04/202007/04/20231

Unit 1 Introduction, Risk Measurement and Control {Book}
Introduction, Risk Measurement and Control							VIEW
Definition, Risk Process							VIEW
Risk Organization							VIEW
Key Risks: Interest, Market, Credit, Currency, Liquidity, Legal, Operational							VIEW
Risk Management V/s Risk Measurement:							VIEW
Managing Risk, Diversification							VIEW
Investment Strategies							VIEW
Introduction to Quantitative Risk Measurement and its Limitations							VIEW
Principals of Risk: Alpha, Beta, R squared, Standard Deviation							VIEW
Risk Exposure Analysis							VIEW
Risk Immunization							VIEW
Risk and Summary Measures: Simulation Method							VIEW
Duration Analysis of Risk							VIEW
Linear and other Statistical Techniques for Internal Control							VIEW
	VIEW	VIEW	VIEW	VIEW	VIEW	VIEW	VIEW

Unit 2 Risk Avoidance and ERM {Book}
a) Risk Hedging Instruments and Mechanism:
Forwards, Futures, Options, Swaps	VIEW	VIEW
Arbitrage Techniques		VIEW
Risk Return Trade off		VIEW
Risk Return Model		VIEW
Arbitrage Theory		VIEW
System Audit Significance in Risk Mitigation		VIEW
b) Enterprise Risk Management:
Risk Management V/s Enterprise Risk Management		VIEW
Integrated Enterprise Risk Management, ERM Framework		VIEW
ERM Process		VIEW
ERM Matrix		VIEW
SWOT Analysis		VIEW
Sample Risk Register		VIEW

a

Unit 4 Risk Management in Insurance {Book}
a) Insurance Industry:
Global Perspective, Regulatory Framework in India	VIEW
IRDA: Reforms, Powers, Functions and Duties	VIEW
Role and Importance of Actuary	VIEW
b) Players of Insurance Business:
Life Insurance	VIEW
Non-Life Insurance	VIEW
Reinsurance, Bancassurance	VIEW
Alternative Risk Transfer	VIEW
Insurance Securitization	VIEW
Pricing of Insurance products	VIEW
Expected Claim Costs, Risk Classification	VIEW
c) Claim Management: General Guidelines	VIEW
Life Insurance	VIEW
Maturity Claim, Death Claim	VIEW
Fire	VIEW
Motor Insurance Claim	VIEW
Calculation of Discounted Expected Claim Cost and Fair Premium	VIEW

Direct Taxes University of Mumbai BMS 5th Sem Notes

by indiafreenotes09/04/202007/04/20233

Unit 1 Definitions and Residential Status {Book}
Basic Terms (Section. 2,3,4) Assessee, Assessment, Assessment Year, Annual Value, Business, Capital Assets, Income, Previous Year, Person, Transfer	VIEW
Determination of Residential Status of Individual	VIEW
Scope of Total Income (S.5)	VIEW

Unit 2 Heads of Income–I {Book}
Salary (S. 15-17)	VIEW
Income from House Property (S. 22-27)	VIEW
Profit & Gain from Business and Profession (S. 28, 30,31,32, 35, 35D,36,37, 40, 40A and 43B)	VIEW

Unit 3 Heads of Income – II {Book}
Capital Gain (S. 45, 48, 49, 50 and 54)	VIEW
Income from other sources (S.56- 59)	VIEW
Exclusions from Total Income (S.10)	VIEW

Unit 4 Deductions under Chapter VI A {Book}
Deductions from Total Income S. 80C, 80CCC, 80D, 80DD, 80E, 80U, 80TTA	VIEW

Unit 5 Computation of Taxable Income of Individuals {Book}
Computation of Total Income	VIEW
Taxable Income of Individuals	VIEW

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Unit 1 Introduction to Investment Environment {Book}

a) Introduction to Investment Environment

Investment Environment: Introduction

Investment Process

Criteria for Investment

Types of Investors

Investment V/s Speculation V/s Gambling

Investment Avenues

Factors Influencing Selection of Investment Alternatives

b) Capital Market in India

Capital Market in India Introduction

Concepts of Investment Banks its Role and Functions

Stock Market Index

The NASDAQ

SDL

NSDL

Benefits of Depository Settlement

Online Share Trading and its Advantages

Concepts of Small cap, Large cap, Midcap

Penny Stocks

Unit 2 Risk Return Relationship {Book}

Risk Return Relationship: Meaning

Types of Risk- Systematic and Unsystematic risk

Measurement of Beta

Measurement of Standard Deviation, Variance

Reduction of Risk through Diversification

Practical Problems on Calculation of Standard Deviation, Variance and Beta

Unit 3 Portfolio Management and Security Analysis {Book}

a) Portfolio Management:

Portfolio Management: Meaning and Concept, Objectives

Portfolio Management Process

Basic Principles

Factors affecting Investment Decisions in Portfolio Management

Portfolio Strategy Mix

b) Security Analysis:

Fundamental Analysis, Economic Analysis, Industry Analysis, Company Analysis

Technical Analysis: Basic Principles of Technical Analysis

Uses of Charts: Line Chart, Bar Chart, Candlestick Chart

Mathematical Indicators:

Moving Averages

Oscillators

Unit 4 Theories, Capital Asset Pricing Model and Portfolio Performance Measurement {Book}

a) Theories

Dow Jones Theory

Elliot Wave Theory

Efficient Market Theory

b) Capital Asset Pricing Model:

Assumptions of CAPM, CAPM Equation

Capital Market Line

Security Market Line

c) Portfolio Performance Measurement:

Meaning of Portfolio Evaluation: Sharpe’s Ratio, Treynor’s Ratio, Jensen’s

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Unit 1 Introduction to Commodities Market and Derivatives Market {Book}

a) Introduction to Commodities Market:

Meaning, History & Origin

Types of Commodities Traded

Structure of Commodities Market in India

Participants in Commodities Market

Trading in Commodities in India (Cash & Derivative Segment)

Commodity Exchanges in India & Abroad

Reasons for Investing in Commodities

b) Introduction to Derivatives Market:

Derivatives Market: Meaning, History & Origin

Elements of a Derivative Contract