Overview

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This course covers security analysis and portfolio management concepts with a particular emphasis on practical aspects such as the construction of equity portfolios. The course also entails discussing issues one would typically encounter while picking up securities and selecting an optimal portfolio.The primary objective of this course is to provide learners with comprehensive knowledge and understanding of investment decisions that pertain to financial assets. The course will cover topics such as risk and return analysis, portfolio management theories, strategies for equity portfolio management, E-I-C analysis, and equity valuation. Through this course, learners will develop a deep understanding of the intricacies of investment decisions and gain practical skills that can be applied in real-life scenarios. 1. Gain an extensive understanding of the concepts of security analysis and portfolio management. 2. Display a fine-grained understanding of fundamental analysis (E-I-C analysis) and an overall appreciation of security analysis. 3.Appreciate nuances and granularities of portfolio analysis. 4.Construct a multi-security equity portfolio and evaluate practical aspects of equity portfolio construction.

Syllabus

Basics of Equity investment
- Module 1 will familiarize the learners with Investment, portfolio diversification, and security analysis, emphasizing the practical applications and implications.
Fundamental Analysis: Company Analysis
- In Module 2 will focus on the ultimate aim of fundamental analysis, which is to value and identify a particular stock or a few stocks to invest in.
The Mathematics of Modern Portfolio Theory
- Module Description: Module 3 will provide a granular understanding of investment risk and return, illustrating underlying measurements and dynamics. It will also introduce the learners to Modern Portfolio Theory (MPT), which continues to be a widely used approach for portfolio analysis.
Building upon Modern Portfolio Theory
- Module 4 will focus on the decisional aspects of Modern Portfolio Theory (MPT), illustrating how investors can choose their optimal portfolio from the efficient set. It will also discuss Capital Market Line, a concept that builds up on MPT.
Other approaches to portfolio optimization and Asset pricing
- Module 5 will discuss Single Index model and capital asset pricing models, both of which build up on MPT. In the case of single index model, the module will examine the risk-return relationship proposed by the model and discuss its application. While discussing CAPM, the module will focus on identifying overvalued/undervalued securities.
Portfolio rebalancing and performance evaluation
- Module 6 will equip the learners with essential skills to monitor, rebalance, and evaluate portfolios. The focus will be on asset allocation and rebalancing strategies, and performance measurement metrics.