Coming soon
Investment and Portfolio Management
To acquaint students with the rationales of portfolio management and risk associated with the various asset groups.
Investment-meaning & Definition, Process of investing, Investment objectives, Investment attributes, Factor influencing Investment decisions,
Importance of investment management
Measures of Returns and Risk ( Measuring historical risk and return)
Relationship risk and return, Classification of risks: Systematic & Unsystematic Risk
Time value of money-Time lines & Notations Present and Future Value of single amount, Present Value and Future value of annuity, Techniques of discounting and compounding
Meaning of portfolio, portfolio management process, objective of Portfolio management, Types of portfolio management-Active portfolio management, Passive Portfolio Management, Defensive Portfolio management, Aggressive Portfolio Management, Income portfolio Management; Portfolio construction
Approaches: An Overview of Capital Market Theory, CAPM, Markowitz Portfolio Selection Model
Portfolio Analysis: Concept of portfolio analysis and diversification of risk. The Benefits of Diversification, Diversification and Portfolio Risk,
Portfolio Return and Risk-Return of portfolio (Two assets), Risk of portfolio ( two assets) , Risk and Return of Multi Security, Concept of Beta.
• Strategic Investment Decision, Laurence Krantz and Ailan Thomason, F.T. Prentice Hall, 2000.
• Investments: An Introduction, Herbert B. Mayo, South – Western College Publishing, 2005.
• Investments and Valuation, Aswath Damodaran, John Wiley & Sons Inc., 2001.
• Security Investments, David L. Scott, Rowman & Littlefield, 1981.
• Model Investment Theory, Haugen, Holden and Nofisinger, Prentice Hall, 2003.
• Contemporary Investments, Hearth, Houghton Mifflin, 1977.
• Investments Spread Sheet, Sharpe, Prentice Hall, 2001.
• Essentials of Investments, Bodie, Irwin, 1997.
• Basic Investments, Herbert B. Mayo, South-Western College Publishing, 2005.
• Sound Investments, Larry Burkett, RICS, 1995.
• Investment: Principles and Practices, Ben Branch, Dearborn Financial Publishing, 1990.
• Investments: Analysis and Management, Charles P. Jones, John Wiley & Sons Inc., 2006.
• Investments (Shaum’s outline), Jack Clark Francis, McGraw Hill, 2000.
• Understanding Finance, Prentice Hall, 2004.
• Quantitative Methods for finance and investments, John L. Teall and Iftekher Hasan, Black Well Publishers, 2002.
