Investment Analysis and Portfolio Management Notes PDF

Investment Analysis and Portfolio Management Notes PDF

Date: 27th Jan 2023

In these “Investment Analysis and Portfolio Management Notes PDF”, we will study a conceptual framework for analysis from an investor’s perspective of maximizing return on investment – a sound theoretical base with examples and references related to the Indian financial system.

We have provided multiple complete Investment Analysis and Portfolio Management Notes PDF for any university student of Bachelor of Management Studies (BMS) or Master of Business Administration (MBA) to enhance more knowledge about the subject and to score better marks in the exam. Students can easily make use of all these Investment Analysis and Portfolio Management Notes PDF by downloading them.

Topics in our Investment Analysis and Portfolio Management Notes PDF

The topics we will cover in these Investment Analysis and Portfolio Management Notes PDF will be taken from the following list:

Basics of risk and return: concept of returns, application of standard deviation, coefficient of variation, beta, alpha. Bonds: present value of a bond, yield to maturity, yield to call, yield to put, systematic risk, price risk, interest rate risk, default risk. Yield curve and theories regarding shape of yield curve. Unsystematic risk and non-risk factors that influence yields. Duration and modified duration, immunization of a bond portfolio. Fundamental analysis: EIC framework.

Economic analysis: Leading lagging and coincident macro-economic indicators, Expected direction of movement of stock prices with macroeconomic variables in the Indian context.

Industry analysis: stages of life cycle, Porter’s five forces model, SWOT analysis, financial analysis of an industry; Company analysis.

Share valuation: Dividend discount models- no growth, constant growth, two-stage growth model, multiple stages; Relative valuation models using P/E ratio, book value to market value.

Technical analysis: meaning, assumptions, difference between technical and fundamental analysis; Price indicators- Dow Theory, advances and declines, new highs and lows- circuit filters.

Volume indicators- Dow Theory, small investor volumes. Other indicators- futures, institutional activity, Trends: resistance, support, consolidation, momentum- Charts: line chart, bar chart, candle chart, point, and figure chart. Patterns: head and shoulders, triangle, rectangle, flag, cup, and saucer, double topped, double-bottomed.

Indicators: moving averages. Efficient market hypothesis; Concept of efficiency: Random walk, three forms of EMH, and implications for investment decisions. (No numerical in EMH and technical analysis).

Portfolio analysis: portfolio risk and return, Markowitz portfolio model: risk and return for 2 and 3 asset portfolios, concept of efficient frontier, and optimum portfolio.

Market Model: concept of beta systematic and unsystematic risk. Investor risk and return 24 preferences: Indifference curves and the efficient frontier.

Traditional portfolio management for individuals: Objectives, constraints, time horizon, current wealth, tax considerations, liquidity requirements, and anticipated inflation.

Asset allocation: Asset allocation pyramid, investor life cycle approach, Portfolio management services: Passive – Index funds, systematic investment plans. Active – market timing, style investing.

Capital asset pricing model (CAPM): Efficient frontier with a combination of risky and risk-free assets. Assumptions of single period classical CAPM model. Characteristic line, Capital Market Line, Security market Line. Expected return, required return, overvalued, and undervalued assets.

Mutual Funds: Introduction, calculation of Net Asset Value (NAV) of a Fund, classification of mutual fund schemes by structure and objective, advantages and disadvantages of investing through mutual funds. Performance Evaluation using Sharpe’s Treynor’s and Jensen’s measures.

Download Investment Analysis and Portfolio Management Notes PDF

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Investment Analysis and Portfolio Management Reference Books List

We have listed the best Investment Analysis and Portfolio Management Reference Books that can help in your Investment Analysis and Portfolio Management exam preparation: 

  • Fischer, D.E. and Jordan, R.J. Security Analysis and Portfolio Management. Pearson Education
  • Sharpe, W.F., Alexander, G.J. and Bailey, J. Investments. Prentice Hall of India
  • Singh, R. Security Analysis and Portfolio Management. Excel Books
  • Frank K Reilly and Keith C Brown: Investment Analysis and Portfolio Management. Cengage India Pvt. Ltd.
  • Prasanna Chandra. Investment Analysis and Portfolio Management. Tata McGraw Hill Education Private Limited

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Author: Delhi University

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