Investment Management

Paper Code: 
MFM 424
Credits: 
4
Contact Hours: 
60.00
Max. Marks: 
100.00
Objective: 

Course Objectives-

The object of this paper is to facilitate study of theory and practice and to provide information needed by professionals in banking & equity sector.

 

 Course Outcomes(COs):

Course

Learning outcomes(at course level)

Learning and teaching strategies

Assessment Strategies

Paper Code

Paper Title

MFM 424

Investment

Management

CO166: Understand different investment alternatives in the market

CO 167: Acquaint with  the procedure of opening Demat account

CO 168:Provide a guide to the measurement and analysis of risk of financial investments

Approach in teaching:

Interactive Lectures using white boards, Discussion, Tutorials, Reading assignments, Demonstration, Team teaching, Quiz.

 

 

Learning activities for the students:

Self learning assignments, Effective questions, Solving problems of unsolved questions; Problem based learning-cases, Group learning teamwork, Giving Tasks.

Class test, Semester end examinations, Quiz, Solving problems in tutorials ,Assignments, Presentation, Individual and group projects

 

 

12.00
Unit I: 
Introduction

Introduction: Concept, investment and gambling, influencing factors for investment decisions, financial decision vs investment, investment vs speculation, gambling vs speculation, process of investment program, objectives of investment decisions, types of investors, goal of investors.

12.00
Unit II: 
Dematerialization

Dematerialization: Basics of dematerialization, opening of Demat account, dematerialization procedure, Demat account operations.

12.00
Unit III: 
Short Term Investment options

Short Term Investment options: Savings bank account operations, short term Recurring Deposit & fixed deposit, short term mutual funds, liquid funds, fixed maturity plans.

12.00
Unit IV: 
Long term Investment Options

Long term Investment Options: Public Provident Fund, Employee Provident Fund ,equity shares, Gold ETF, IPO, National pension scheme, recurring deposit, long term fixed deposit, long term mutual

funds (SIP),Post office deposits, Real estate investment.

12.00
Unit V: 
Equity research reports and interpretation

Equity research reports and interpretation- concept, types of equity research: fundamental analysis, technical analysis, sources of information for equity research, interpretation of equity research report.

Essential Readings: 

  Books Recommended:

  • InvestmentAnalysisandPortfolioManagement,PrasannaChandra,TataMcGrawHill, 3rdEdition, 2009.
  • V.K.Bhalla, InvestmentManagement,7thEdition,S.Chand&Co.,NewDelhi,2000.
  •   Gordon J. Alexander, William F. Sharpe & Jeffery V. Bailey, Fundamentals ofInvestments,PrenticeHall,India, 2003 edition.

 

Academic Year: 
2021-2022
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