Location via proxy:   [ UP ]  
[Report a bug]   [Manage cookies]                
Scribd Logo
Upload

Welcome to Scribd!

  • 47 views

    3nd Sem

    Uploaded by

    Gowtham
    This document outlines the objectives and units of study for the course "Equity Research and Portfolio Management". The course aims to help students understand how to select investment opportunities, analyze securities, and construct portfolios. The units cover topics like different types of securities and markets, valuation methods, economic and industry analysis, technical analysis, portfolio construction and management, and performance evaluation. References include textbooks on investment management and portfolio analysis.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd

    3nd Sem

    Uploaded by

    Gowtham
    47 views2 pages
    This document outlines the objectives and units of study for the course "Equity Research and Portfolio Management". The course aims to help students understand how to select investment opportunities, analyze securities, and construct portfolios. The units cover topics like different types of securities and markets, valuation methods, economic and industry analysis, technical analysis, portfolio construction and management, and performance evaluation. References include textbooks on investment management and portfolio analysis.

    Original Description:

    Royal

    Original Title

    3nd sem

    Copyright

    © © All Rights Reserved

    Available Formats

    DOCX, PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    This document outlines the objectives and units of study for the course "Equity Research and Portfolio Management". The course aims to help students understand how to select investment opportunities, analyze securities, and construct portfolios. The units cover topics like different types of securities and markets, valuation methods, economic and industry analysis, technical analysis, portfolio construction and management, and performance evaluation. References include textbooks on investment management and portfolio analysis.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    47 views2 pages

    3nd Sem

    Uploaded by

    Gowtham
    This document outlines the objectives and units of study for the course "Equity Research and Portfolio Management". The course aims to help students understand how to select investment opportunities, analyze securities, and construct portfolios. The units cover topics like different types of securities and markets, valuation methods, economic and industry analysis, technical analysis, portfolio construction and management, and performance evaluation. References include textbooks on investment management and portfolio analysis.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 2

    EQUITY RESEARCH AND PORTFOLIO MANAGEMENT

    Objective : To help the students understand the modes of selecting investment opportunities
    and analyze the securities for investment and to construct and evaluate portfolios.

    UNIT I : Investment setting - Securities - Securities Market - Sources of investment information


    - Security market indicators - Security Contract regulation Act.

    UNIT II : Valuation of Securities : Equity - Preference shares - Debt instruments - Hybrid


    securities - derivatives - Asset pricing theories - CAPM - APT - Portfolio theory - Option pricing
    theory.

    UNIT III : Economic Analysis - Economic forecasting and stock Investment Decisions -
    Forecasting techniques. Industry Analysis - Industry classifications. Economy and Industry
    analysis. Industry life cycle - Evaluating Industry relevant factors - External industry information
    sources.

    UNIT IV : Company Analysis : Measuring Earnings - Forecasting Earnings - Applied valuation


    techniques - Graham and Dodds investor rations value investing. Technical Analysis :
    Fundamental Analysis Vs Technical Analysis - Charting methods - Market Indicators - Trend -
    Trend reversals - Patterns - Moving Average - Exponential moving Average- Oscillators - ROC -
    Momentum - MACD - RSI - Stoastics.

    UNIT V : Portfolio - Construction - Diagnotics Management - Performance Evaluation -


    Portfolio revision, Case Analysis, Review of relevant articles.

    References : 1.Reilly and Brown- Investment Management and Portfolio Analysis –

    2. Gitman -Fundamentals of Investing , Cengage


    BANKING REGULATIONS AND SERVICES

    Objective: To provide an overview of the regulatory framework and the structure of Banking
    system and to familiarize the students with the various services provided by banks .

    UNIT I Banking services-fund based business-Deposit Products – CASA and Team Deposits –
    Different types of CommercialLoans, Retail Loans and Wholesale Loans – Trade finance –
    Overdraft Facilities – Primary and Collateral Securities – Modes of creating charges on securities
    – Hypothecation, Pledge, Mortgage, Lien and Assignment-Non fund based business – Bank
    guarantee and Letter of Credit

    UNIT II Role of IT-Banking Technology – Electronic Banking – Core Banking, Mobile


    Banking, Online Banking – Remittance Facilities and Clearing system : National Electronic
    Fund Transfer (NEFT), RTGS, ECS,SWIFT, MICR – ATMs, Credit / Debit / Smart Cards –
    Technology Initiatives of RBI/IDRBT –Electronic Benefit Transfers.

    UNIT III Structural framework-Indian Banking System : an Overview – Banking Structure –


    Different types of Banking – InvestmentBanking and Commercial Banking – Central Bank –
    Need and establishment – Organisation andAdministration of RBI – Functions of RBI – State
    Level Banking Committees (SLBCs) – BankingOmbudsman.

    UNIT - IV Regulatory framework-Banking Regulations Act – RBI Act – Credit control


    measures and Monetary policy of RBI : CRR, SLR, REPO rates, Reverse REPO rates and Base
    Lending Rate – Bank Capital : Tier I & Tier II – Base1 III and Capital Adequacy norms (CAR
    AND CRAR) – Liquidity Adjustment Facility (LAF) – IBA – Payment and Settlement System
    Act.

    UNIT - V Marketing of banking services-Marketing Strategies : Segmentation, Marketing Mix


    for Banking Services – Product and Services.Innovation – Cost effective pricing, One stop shop,
    Cross selling of products, value added services,Marketing Information System – Importance of
    Finance Planning – Identification of Investment needsfor retail investors – Studying Investment
    Behaviour - Household Vs Institutional Investors.

    Reference Books 1. Iyengar Vijayaragavan -Introduction to Banking, Excel Books.

    2. Muraleedharan. D,- Modern Banking, PHI.

    You might also like