MBA in Banking & Finance

SUBJECT CODE: BF-02SUBJECT: PORTFOLIO AND SECURITY ANALYSISThe goal of the course is to become familiar with the theory and empirical evidence related toinvestment management. Topics will include fundamentals of security valuation, the functioning of capitalmarkets, optimal portfolio construction, elements of investor psychology, performance evaluation, and riskmeasurement. It emphasize stocks, and other investments such as fixed-income securities and financialderivativesOBJECTIVES:1. To understand the concept of investment setting2. To learn various methods of investment analysis.3. To create an effective portfolio and evaluate its performanceSTRUCTURE OF THE COURSE CONTENTBLOCK I: INVESTMENT SETTINGUnit 1: Investment Meaning and ConceptsUnit 2: Investment Planning, Process and TypesUnit 3: Relationships between Speculation, Gambling AndInvestmentUnit 4: Hedging Concepts and Portfolio ManagementUnit 5: Investment AvenuesBLOCK II: SECURITIES MARKETS AND FUNCTIONSUnit 1: Indian Capital Market and Money MarketUnit 2: SEBI Rules and RegulationsUnit 3: Trading Mechanism and Demat OperationsUnit 4: Reforms in Securities MarketsBLOCK III: INVESTMENT ANALYSESUnit 1: Risks Return ConceptsUnit 2: Equity ValuationUnit 3: Bond AnalysisBLOCK IV: APPROACHES TO INVESTMENT ANALYSISUnit 1: Kinds of Investment AnalysisUnit 2: Fundamental AnalysisUnit 3: Technical AnalysisUnit 4: Efficiency AnalysisBLOCK V: PORTFOLIO EVALUATIONSUnit 1: Portfolio Analysis and Diversification StrategiesUnit 2: Portfolio Theories and ModelsUnit 3: Portfolio SelectionUnit 4: Portfolio Revision and Performance EvaluationRECOMMENDED TEXT BOOKS:1. Donald E Fischer & Ronald J Jordan, Security Analysis & portfolio Management, Prentice Hall ofIndia Ltd. New Delhi, 2000.2. V K Bhalla, Investment Management, Sultan Chand & Company, 20093. V A Avadhani, Securities Analysis and PortfolioManagement, Himalaya Publichsing House, 1997.4. Punithavathy Pandian, Security Analysis and Portfolio