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Course Detail

Course Name Investment Analysis and Portfolio Management (IA & PM) 
Course Code 23FI509E
Program MBA
Credits 3
Course category Core Elective
Area Finance - Capital Market and Investment Banking


Module 1

Module 1: Investment Environment (7.5 hours)

  1. The Investment Environment.
  2. Asset Classes and Financial Instruments.
  3. Nature and Society as stakeholders in investment decision-making.
  4. How securities are traded.
  5. Security Market Indices.
Module 2

Module 2: Security analysis (7.5 hours)

    1. Macroeconomic analysis.
    2. Industry Analysis.
    3. Company analysis.
    4. Technical Analysis.
    5. Technical Analysis.
    6. Capital Asset Pricing Model.
Module 3

Module 3: Asset Valuation (7.5 hours)

  1. Risk, Return analysis
  2. Single asset
  3. Portfolio of assets
  4. Equity Valuation
  5. Single period valuation
  6. Multi-period valuation
  7. Constant growth model
  8. two-stage growth model
  9. three-stage growth model
  10. P-E valuation model
Module 4

Module 4: Portfolio Management (7.5 hours)

  1. Portfolio Management – Investment Policy and Strategy
  2. Asset Allocation
  3. Portfolio Theory (Markowitz, Sharpe Index model)
  4. Arbitrage Pricing Theory
  5. Optimal Risky Portfolios
  6. Portfolio Performance Evaluation
  7. Portfolio Revision

Course Description & Outcomes

Course Description

This course builds on the main concepts from the Basic and Advanced Accounting courses, and Financial Management course learnt in the trimesters 1-3. This course introduces the concept of investment management, relevant finance theories and the issues faced by portfolio managers & investors in general. The perspectives provided will be both global and from Indian stand point. Major topics include estimation of capital market parameters, trade-off between risk and return, optimal portfolio selection, equilibrium asset pricing models, and portfolio management. The course will discuss the asset allocation and portfolio management from an investment professional’s point of view.The course involves playing a virtual investment game which will enhance the cognitive learning of the enrolled students.

Course Outcomes& Learning levels

  1. Describe the various investment concepts and relate to the language of investors (Blooms Taxonomy level: K2 – Understand)
  2. Analyze key investment theories and develop an overall perspective (Blooms Taxonomy level: K4 Analyze)
  3. Assess various investment instruments and use recommended practices for analysis. (Blooms Taxonomy level: K5 Evaluate)
  4. Create and manage equity investment portfolios.

Evaluation Pattern

# Assessment Component Percentage of Marks
1 Continuous Assessment * 60
2 End –Term Examination 40

*Based on assignments / Tests / Quizzes / Case Studies / Projects / Term paper / Field visit report.

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