Investment Analysis and Portfolio Management
Subject Overview
The first Finance group elective, covering investment fundamentals and primary/secondary markets, fundamental and technical analysis, portfolio management and evaluation, and portfolio theory (Markowitz, CAPM) alongside an introduction to derivatives. A 4-credit elective theory paper.
Unit-wise Syllabus
4 units — click WhatsApp below to get the full notes for each
Unit 1: Investment fundamentals and markets
Investment concepts, objectives and alternatives, risk and return measurement, primary market design and SEBI guidelines, secondary market participants, trading and settlement, stop loss, margin trading, short selling, insider trading
Unit 2: Fundamental and technical analysis
Intrinsic value concept, economic/industry/company analysis (E-I-C and C-I-E approaches), Dow theory, bull and bear trends, chart types, trend lines, support and resistance, trading volume, moving averages
Unit 3: Portfolio management
Meaning, importance and approaches, portfolio analysis, evaluation and revision techniques
Unit 4: Portfolio theory and derivatives
Markowitz Model, Capital Asset Pricing Model, single-index model, Arbitrage Pricing Theory, market efficiency and behavioural finance, derivative instruments, forward vs futures contracts, option contract types and payoff computation