Investment Management Course Outline for Session 2015-16 Batch: PGDM 2014-16 Term: IV Course (Finance Elective): INVESTMENT MANAGEMENT Credits: 2.5 Course Instructors: Prof D N Panigrahi and Prof J S Matharu 1. Objectives of the course: The course inputs are designed to accomplish the following objectives. 1) To introduce the students to the needs and concepts of investments in various asset classes (both financial and non-financial), but focus mostly on equity investments and fixed income (or debt) securities. 2) To familiarize the students with the dynamic function of analyzing and evaluating individual securities (both equity and debt) by applying traditional methods of security analysis like fundamental and technical analysis as well as efficient market hypothesis and how to construct, manage, protect and evaluate a portfolio of securities in terms of the desired objectives of an investor or group of investors based on their return expectations and risk tolerance. 3) To develop knowledge and skills of the students to make equity research reports based on economy, industry, company and technical analysis with the help of various databases like Capitaline, Prowess and Bloomberg and software like Excel. 4) To study and analyze bond market (which is many times the size of the stock market), term structure of interest rates (yield curves) and strategies of managing a bond portfolio. 5) To have a brief overview of derivative contracts like options and futures. 2. Course Outline: This course mainly focuses on two areas : a. Security Analysis b. Portfolio Management. Course Outlines-IvM-AY-2014-15/Course Instructors: Prof. DNP and Prof. JSM 1
Investment Management Course Outlinefor Session 2015-16Batch:
P!M 2014-16 "erm: IVCourse #$inance %lective&: INVESTMENT
MANAGEMENT Cre'its: 2(5Course Instructors: Prof D N Panigrahi and
Prof J S Matharu1( O)*ectives of the course: The our!e in"ut! are
de!igned to ao#"$i!h the fo$$o%ing o&'eti(e!)1&
"ointro'ucethestu'entstothenee'san'conce+tsof investments
invariousasset classes #)othfinancial an'non-financial&, )ut
focus mostl- one.uit-investments an'fi/e'income #or
'e)t&securities(2& To fa#i$iari*e the !tudent! %ith the
d+na#i funtion of ana$+*ing and e(a$uating indi(idua$ !euritie!
,&othe-uit+ and de&t. &+ a""$+ing traditiona$ #ethod!
of !eurit+ ana$+!i! $i/e funda#enta$ and tehnia$ anal-sisa!%e$$
a!effiient #ar/et h+"othe!i!andho%toon!trut0 #anage0 "rotet
ande(a$uatea"ortfo$ioof!euritie! inter#! of thede!iredo&'eti(e!
of anin(e!tor or grou"of in(e!tor! &a!edontheir
returne1"etation! and ri!/ to$erane) 2. To de(e$o" /no%$edge and
!/i$$! of the !tudent! to #a/e e-uit+ re!earh re"ort! &a!ed on
eono#+0 indu!tr+0 o#"an+ and tehnia$ ana$+!i! %ith the he$" of
(ariou! data&a!e! $i/e 3a"ita$ine0 Pro%e!! and 4$oo#&erg
and !oft%are $i/e E1e$) 0& "o stu'- an' anal-1e )ond #ar/et
,%hih i! #an+ ti#e! the !i*e of the !to/ #ar/et.0 ter# !truture
ofintere!t rate! ,+ie$d ur(e!. and !trategie! of #anaging a
&ond "ortfo$io) 5& "o have a )rief overvie2 of 'erivative
contracts li3e o+tions an' futures(2( Course Outline:Thi! our!e
#ain$+ fou!e! on t%o area! 5 a) Seurit+ Ana$+!i!&) Portfo$io
Manage#ent)The 3our!e %i$$ ha(e three #odu$e! 5 a) Introdution to
In(e!t#ent0 6inania$ Mar/et! 7 In!tru#ent!)&) Seurit+
Ana$+!i!)) Portfo$io Manage#ent)Eah #odu$e ha! !e(era$ o#"onent!
%ithin it) P$ea!e refer to the !e!!ion-%i!e "$an and reading! for
detai$!)4(5 Pre-re.uisites:Thi! our!e a!!u#e! a &a!i /no%$edge
of Aounting and 6inane ,$i/e finania$ !tate#ent ana$+!i! and ti#e
(a$ueof #one+. and &a!i #athe#ati! $i/e e$e#entar+ a$ge&ra0
a$u$u!0 gra"h! and e$e#entar+ !tati!ti!)3our!e
8ut$ine!-I(M-A9-2014-1:;3our!e In!trutor!5 Prof) DNP and Prof) JSM
14(B 6in3 to other Su)*ects: a) 4an/! on the &a!i under!tanding
of 6inania$ Aounting0 Manage#ent Aounting and
6inania$Manage#ent;3or"orate 6inane)&) Thi! i! the /e+ finane
di!i"$ine that %i$$ he$" +ou under!tand other !"eia$i*ed finane
to"i! $i/e Deri(ati(e!0
