Investment Analysis and Portfolio Management

This course provides an insight into theories of investment, technicalities of securities analysis, and approaches to portfolio management. The course will begin with review of investment concept and fundamentals of risk and return, and then students will learn to design investment policy statement, and formulate asset allocation strategies. Ne xt focus will be given to expand students’ understanding on principles and process of portfolio management, theories of asset pricing, and procedures of securities valuation. The course will further demystify securities analysis and portfolio performance evaluation techniques giving emphasis in developing practical skills to analyze and manage investment portfolio of financial assets. Course Learning Outcomes On completion of this course the students will be able to: Assess investment risk, and accordingly determine required rate of return of investment alternatives; Describe the role of asset allocation in investment planning, and take part in formulating asset allocation strategies; Develop investment policy statement considering investment objectives and constraints of investors; Apply principles of portfolio management in portfolio construction and analysis; Demonstrate competence in pricing assets; Demonstrate competence in managing portfolio of fixed income securities; Use fundamental and technical analysis techniques to manage investment in equity portfolio; Appraise performance of financial assets investment portfolios applying portfolio performance evaluation techniques.

This course intents to deepen understanding of investment manageme nt principles and practices with the aim to develop students’ professional efficacy in investment decision making process. The course will help students to demonstrate knowhow in formulating asset allocation strategies, analyzing and pricing securities, an d constructing, revising and evaluating portfolios so as to manage investment in financial assets effectively in changing investment environment. Course Description This course provides an insight into theories of investment, technicalities of securities analysis, and approaches to portfolio management. The course will begin with review of investment concept and fundamentals of risk and return, and then students will learn to design investment policy statement, and formulate asset allocation strategies. Ne xt focus will be given to expand students’ understanding on principles and process of portfolio management, theories of asset pricing, and procedures of securities valuation. The course will further demystify securities analysis and portfolio performance evaluation techniques giving emphasis in developing practical skills to analyze and manage investment portfolio of financial assets. Course Learning Outcomes On completion of this course the students will be able to: Assess investment risk, and accordingly determine required rate of return of investment alternatives; Describe the role of asset allocation in investment planning, and take part in formulating asset allocation strategies; Develop investment policy statement considering investment objectives and constraints of investors; Apply principles of portfolio management in portfolio construction and analysis; Demonstrate competence in pricing assets; Demonstrate competence in managing portfolio of fixed income securities; Use fundamental and technical analysis techniques to manage investment in equity portfolio; Appraise performance of financial assets investment portfolios applying portfolio performance evaluation techniques.