Learning outcome (at course level) |
Learning and teaching strategies |
Assessment Strategies |
---|---|---|
On the completion of this course, the students will be able to :
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Approach in teaching: Interactive Lectures, Discussion, Tutorials, Practical cases Demonstration, Power point presentation. Learning activities for the students: Self learning assignments, Effective questions, Seminar presentation, Live practical problems analysis |
Class test, Semester end examinations, Quiz, Solving problems in tutorials, Assignments, Presentation, Individual and group projects |
• 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
• 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
• Security analysis and portfolio management , M.R Agarwal , Garima Publication, 2011
• 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.
• Investments Spread Sheet, Sharpe, Prentice Hall, 2001.
• Essentials of Investments, Bodie, Irwin, 1997.
SUGGESTED READINGS :
• 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.
E- Resources:
• Swayam: https://swayam.gov.in/
• NPTEL: http://nptel.ac.in/
• DIKSHA: https://diksha.gov.in/
• E-Skill India: https://www.eskillindia.org/
• National Digital Library: https://ndl.iitkgp.ac.in/
• E-Pathshala: https://ndl.iitkgp.ac.in/
• e-PG Pathshala: https://epgp.inflibnet.ac.in/
• Sakshat: https://www.education.gov.in/en/technology-enabled-learning-1
Journals:
• Journal of Investment management
• Financial Analyst Journal
• Journal of Financial Economics
• Journal of Finance