Master Investment Analysis & Portfolio Management Strategies

Investment analysis & Portfolio Management course

Financial Market, Fixed income securities, Ratios, Valuations , Modern portfolio theory, Investment managment

Created by : Rated :4.8 838 views

Last Updated: 2024-12-02 07:12:44 English Course Type: Self Learning

Objective of Investment decision
Investment Analysis and Portfolio Management
Fixed Income Securities
Modern Portfolio Theory
Investment management

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) .

Person should have graduate degree in any discipline

Person who wants to invest Investment Analysis and Portfolio Management

Section 1 : basics of portfolio management course 2 Lectures 00:18:19
Lecture 1 :
Introduction to Portfolio Management Preview
This video covers chapter details of portfolio management course.
Lecture 2 :
Objective of Investment decision
This video will cover about different of investors, portfolio manager role , constraints and taxation details.
Section 2 : Fixed Income Securities 1 Lectures 00:51:42
Lecture 1 :
Fixed Income Securities
This video will covers fixed income security definition, various type of fixed income securities , advantages and disadvantages of fixed income security. this video will cover bonds , real & nominal interest rate a long clean and dirty price details. Aside coupen yield, ytm also covered.
Section 3 : Modern Portfolio Theory 1 Lectures 00:37:10
Lecture 1 :
Modern Portfolio Theory
This video will tell portfolio manager or investor about basics of modern portfolio theory, its use , beta, CAPM and MPT difference, advantages and disadvantages of MPT. What factors have to taken in MPT while taken in to consideration , has been told investors and Portfolio managers.
Section 4 : Investment management 1 Lectures 00:40:54
Lecture 1 :
Investment management
This video will tell investors or portfolio managers about active , passive portfolio management, NAV, UTI, REITS, HEDGE FUNDS, Entry/Exit loads, fees, advantages and disadvantage of portfolio management etc.
Section 5 : Portfolio Performance Ratios (Sharpe ratio, Traynor, Portfolio alpha) 1 Lectures 00:13:23
Lecture 1 :
Portfolio Performance Ratios (Sharpe ratio, Traynor, Portfolio alpha)
This video will cover Portfolio performance Ratios The Sharpe ratio, Traynor ratio, Jensen’s Alpha & M square which is used for Portfolio performance measurement.
Section 6 : Financial ratios 4 Lectures 01:01:21
Lecture 1 :
Basic of financial statements
This video will tell investor about basics of annual report and its description in details.
Lecture 2 :
Income statements or profit loss statements
this video will tell investor or portfolio about income statements or profit loss statements.
Lecture 3 :
Balance sheets
this video will tell analyst for balance sheet details and its parameters.
Lecture 4 :
Financial ratios
This video will cover different kind of financial ratio which is used for valuations.

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Satyendra singh,

9217 Course Views

23 Courses

More than 25 years of experience in industry and working in stock market as independent Investment Consultant, Trainer and Trader NCFM Certification: Technical Analysis Module Fundamental Analysis Module Options Strategies Module Investment analysis and Portfolio Management Post graduation diploma : Computer science and Airticifical intelligence Aside life time certifications on blockchain, cyber security and metaverse Certified blockchain expert Certified metaverse expert Certified cyber security expert NSIM Certification: NSE Certified Research Analyst Achievement in financial Market NSE Academy Certified Market professional (NCMP)- Level 1 Award October 2019 I give coaching in following area and doing consultancy in financial market. 1. Technical Analysis 2. Fundamental Analysis 3. Options Strategies 4. Research Analysis 5. Intra Day and Swing Trading 6. Nifty and Bank Nifty Trading 7. Future Trading 8. Portfolio Management