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Investment analysis & Portfolio Management course
Rating: 4.3 out of 5(207 ratings)
674 students

What you'll learn

  • Objective of Investment decision
  • Investment Analysis and Portfolio Management
  • Financial Ratio
  • Fixed Income Securities
  • Financial Analysis and Valuation
  • Modern Portfolio Theory
  • Capital Market efficiency
  • Balance sheet
  • Valuation of derivatives
  • Investment management

Course content

9 sections44 lectures11h 25m total length
  • Introduction to Portfolio Management0:21

    This video covers chapter details of portfolio management course.

  • Objective of Investment decision21:17

    This video will cover about different of investors, portfolio manager role , constraints and taxation details.

  • security market19:04

    This video will tell security Market description.

  • Equity and debt market13:50

    This video will tell Equity and debt market basic concept and how to calculate Market capitalization, Face value, Price to

    earning ratio, price to book value, earning per share, dividend etc. and debt market concepts.   

  • Company Analysis (Qualitative)18:48

    this video will tell investor or trader about company analysis.

  • Industry Analysis19:31

    this video will tell about Industry Analysis for investor or portfolio manager.

Requirements

  • Person should have graduate degree in any discipline

Description

This course will cover following topics in  Investment analysis  and Portfolio  Management course

1. OBJECTIVES OF INVESTMENT DECISIONS

Introduction

Types of investors (individuals  and Institutions)

Constraints , Liquidity , investment horizons and Taxation

2. FINANCIAL MARKETS

Primary and Secondary Markets, Trading in Secondary Markets

The Money Market (T-Bills, commercial Paper and cd)

he Bond Market (Treasury Notes (T-Notes) and T-Bonds, state and Municipal Government bonds, Corporate Bonds and International bonds)

3. FIXED INCOME SECURITIES

The Time Value of Money, Simple and Compound Interest Rates, Bond Pricing Fundamentals ,bond Yields and Interest Rates

4. CAPITAL MARKET EFFICIENCY

Market Efficiency (Weak-form Market Efficiency, Semi-strong Market Efficiency & Strong Market Efficiency)

5. FINANCIAL ANALYSIS AND VALUATION

The Analysis of Financial Statement

Income Statement (Profit & Loss) ,  Balance Sheet & Cash Flow Statement

Financial Ratios (Return, Operation and, Profitability Ratios)

The valuation of common stocks

6. MODERN PORTFOLIO THEORY

Diversification and Portfolio Risks

The equilibrium Module: The Capital Asset Pricing Module

7. MODERN PORTFOLIO THEORY

Introduction, Forwards and Futures ,  Call and Put Options, Forward and Future Pricing

Option Pricing

8. INVESTMENT MANAGEMENT

Investment Companies

Active vs. Passive Portfolio Management

Classification of funds

The other Investment Companies

Performance assessment of managed funds (Sharpe Ratio, Traynor Ratio & Jensen measure or (Portfolio Alpha) .

More than 200 objective multiple choice questions which will help in being good knowledge  in investment and portfolio management 

This course will help to be good investor and helping in enhancement of to be portfolio management skills.

Who this course is for:

  • Person who wants to invest Investment Analysis and Portfolio Management