Semester 2: Portfolio Management and Analysis-

  1. Security Analysis
    • Fundamental analysis of stocks and bonds
    • Technical analysis and charting
    • Market and industry analysis
  2. Mutual Fund Operations
    • Portfolio construction and management
    • Risk management techniques
    • Fund prospectus and disclosure
  3. Performance Measurement and Evaluation
    • Benchmarking and index selection
    • Performance measurement metrics (e.g., alpha, beta, Sharpe ratio)
    • Attribution analysis
  4. Ethics and Professional Conduct
    • Ethical considerations in mutual fund management
    • Fiduciary responsibilities
    • Code of ethics for fund managers