Semester 2: Investment Management-

Module 6: Security Analysis (Weeks 1-3)

  • Fundamental analysis
  • Technical analysis
  • Behavioral finance in security analysis

Module 7: Valuation Models (Weeks 4-6)

  • Valuation of stocks (e.g., DCF, P/E ratio)
  • Valuation of bonds (e.g., YTM, duration)
  • Real options valuation

Module 8: Equity Investments (Weeks 7-9)

  • Stock selection strategies (e.g., value, growth)
  • Equity research and analysis
  • Dividend policy and stock repurchases

Module 9: Fixed-Income Investments (Weeks 10-12)

  • Bond characteristics and types
  • Bond pricing and yield measures
  • Interest rate risk and bond portfolio management

Module 10: Alternative Investments (Weeks 13-15)

  • Real estate investment
  • Private equity and venture capital
  • Hedge funds and commodities

Module 11: Risk Management and Derivatives (Weeks 16-18)

  • Options and futures contracts
  • Hedging strategies
  • Risk management in portfolio construction

Module 12: Investment Strategies (Weeks 19-21)

  • Value investing
  • Growth investing
  • Passive vs. active management
  • ESG investing

Module 13: Performance Evaluation (Weeks 22-24)

  • Measuring investment performance
  • Benchmarking and risk-adjusted performance measures (e.g., Sharpe ratio)
  • Attribution analysis

Module 14: Ethical and Regulatory Considerations (Weeks 25-27)

  • Securities regulations and compliance
  • Ethical considerations in investment management
  • Code of Ethics and Standards of Professional Conduct (CFA Institute)

Module 15: Investment Management Process (Weeks 28-30)

  • Investment policy statement (IPS)
  • Portfolio construction and rebalancing
  • Monitoring and review of investments