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Investment Analysis & Portfolio Management University of Mumbai BMS 5th Sem Notes
09/04/2020
By
indiafreenotes
Unit 1 Introduction to Investment Environment {Book}
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a) Introduction to Investment Environment
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Investment Environment: Introduction
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Investment Process
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Criteria for Investment
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Types of Investors
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Investment V/s Speculation V/s Gambling
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Investment Avenues
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Factors Influencing Selection of Investment Alternatives
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b) Capital Market in India
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Capital Market in India Introduction
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Concepts of Investment Banks its Role and Functions
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Stock Market Index
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The NASDAQ
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SDL
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NSDL
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Benefits of Depository Settlement
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Online Share Trading and its Advantages
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Concepts of Small cap, Large cap, Midcap
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Penny Stocks
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Unit 2 Risk Return Relationship {Book}
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Risk Return Relationship: Meaning
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Types of Risk- Systematic and Unsystematic risk
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Measurement of Beta
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Measurement of Standard Deviation, Variance
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Reduction of Risk through Diversification
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Practical Problems on Calculation of Standard Deviation, Variance and Beta
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Unit 3 Portfolio Management and Security Analysis {Book}
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a) Portfolio Management:
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Portfolio Management: Meaning and Concept, Objectives
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Portfolio Management Process
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Basic Principles
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Factors affecting Investment Decisions in Portfolio Management
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Portfolio Strategy Mix
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b) Security Analysis:
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Fundamental Analysis, Economic Analysis, Industry Analysis, Company Analysis
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Technical Analysis: Basic Principles of Technical Analysis
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Uses of Charts: Line Chart, Bar Chart, Candlestick Chart
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Mathematical Indicators:
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Moving Averages
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Oscillators
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Unit 4 Theories, Capital Asset Pricing Model and Portfolio Performance Measurement {Book}
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a) Theories
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Dow Jones Theory
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Elliot Wave Theory
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Efficient Market Theory
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b) Capital Asset Pricing Model:
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Assumptions of CAPM, CAPM Equation
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Capital Market Line
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Security Market Line
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c) Portfolio Performance Measurement:
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Meaning of Portfolio Evaluation: Sharpe’s Ratio, Treynor’s Ratio, Jensen’s
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