2,999
*incl. of TaxesIn Financial Markets
Investment Analysis & Portfolio Management
Advanced- English
- 15 Learners
- Validity: 3 years
-Course Highlights
- 30 videos
- 8+ hours of content
Introduction
This course is about Investment Analysis & Portfolio Management
Major contents of this course are: -
1. Financial Market
2. Fixed income securities
3. Ratios
4. Valuations
5. Modern portfolio theory
6. Investment management
About the Trainer
0 Learners 0 reviews
He has More than 22 years of experience in finance sector and is into stock market as an Investment Consultant, Trainer and Trader. He is NSE certified Research Analyst and hold NSIM certificate and in 2019 he was marked as a certified market professional (Level 1) (NCMP).As a trainer and consultant he shares his knowledge on Nifty and Bank Nifty,Future Trading and Portfolio Management.
What Will You Learn?
The objective of this course is to introduce the intuition and concepts of Investment analysis and portfolio management. Two broad decisions have been taken by any investors: allocation of the total investment in available asset classes and how to select the assets within asset classes for investment. The decision of allocation and selection of investment assets is based on the trade-off between risk and return availability of the risk-mitigating tools, and investment horizon with other parameters. The aim of the course is to provide the theoretical underpinning of the subject with implications in the real world. This course will be helping Investors to learn about investment analysis and portfolio management.
Topics Covered
This course will cover the following topics in Investment Analysis and Portfolio Management :
1. Basics of portfolio management
- The objective of the Investment decisions
- Security Market
- Equity and debt market
- Company analysis ( Qualitative)
- Industry Analysis
2. Financial market details, Portfolio Hedging & Insurance, derivatives and Options
- Basic of finance
- Portfolio Hedging and Insurance
- Hedging and its application
- Future Vs options
- Pricing on Future contract
- Stock and options
- Time value and time decay in options
- Hedging, Speculation, and Arbitrage
3. Fixed income securities
- Fixed-income security definition and its application
- Money Market Instruments
- Simple and Compound Interest Rates,
- Bond Pricing Fundamentals, bond Yields, and Interest Rates
4. Financial data Analysis
- Basic of financial statements
- Income statement or Profit loss statements
- Balance sheet
- Cash flow statements
- Financial ratio ( Quantitative )
5. Valuation
- Dividend discount model
- Discounted cash flow model
- FCFF and FCFE
- SOTP (Sum of The Parts)
- Different kinds of valuation methods)
6. Modern portfolio Theory
- Diversification and Portfolio Risks
- The equilibrium Module: The Capital Asset Pricing Module
7. Investment management
- Investment Companies
- Active vs. Passive Portfolio Management
- Classification of funds
- The other Investment Companies
- Performance assessment of managed funds (Sharpe Ratio, Treynor Ratio & Jensen measure or (Portfolio Alpha).
Intended Participants
The person should have a graduate degree and preferably from a finance background.
Get Certified
Enhance your career prospects with a Elearnmarkets certification!
No preview video is available at this moment
_1708325537.webp){kind=small}
_1713270395.webp){kind=small}
