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Investment Management
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):
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Course |
Learning outcomes(at course level) |
Learning and teaching strategies |
Assessment Strategies |
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Paper Code |
Paper Title |
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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 |
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.
Dematerialization: Basics of dematerialization, opening of Demat account, dematerialization procedure, Demat account operations.
Short Term Investment options: Savings bank account operations, short term Recurring Deposit & fixed deposit, short term mutual funds, liquid funds, fixed maturity plans.
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.
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.
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.
