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FINANCE ELECTIVES

               Subject Code                   Subject Name (Theory course)                 Category   L  T  P  C
                 BA19P11       Investment Analysis, Portfolio Management & Financial planning   FE    3  0  0  3

               Objectives:Enables student to:
                  Understand the nuances of stock market operations.
                 Understand the techniques involved in deciding upon purchase or sale of securities.
                 Understand the significance of personal financial planning.

               UNIT-I     Investment  Setting:  Financial  and  economic  meaning  of  Investment  –  Characteristics  and  9
                          objectives of Investment – The Role of Security Markets in Economy-Objective of the security
                          analysis- Functions of a security Market –Fundamentals of Risk and Return.

               UNIT-II    Securities  Markets:  Primary  market  systems  and  regulations-  intermediaries:  Banks,  Book  9
                          running lead managers, Registrar to the issue- Red Herring prospectus- book building- Anchor
                          investors- ASBA-QIB-PMS-AI-FPI- Secondary Market System and Regulations – SEBI- Stock
                          Exchanges  in  India  -  Depositories-  Automated  Lending  and  Borrowing  Mechanism-  Insider
                          Trading- stock indices-Equity valuations-Market valuation using Free cash flow to equity model-
                          Mutual Funds.

               UNIT-III   Fundamental  &  Technical  Analysis:  Security  Analysis-  Valuation  principles-Fundamental  9
                          Analysis-  Economic  Analysis  –.-  Industry  Analysis:Company  Analysis.  Technical  Analysis:
                          Introduction-  Assumptions,  Advantages  and  Challenges-Dow  theory-  Charts-  Patterns-Market
                          Indicators-  Trend  –  Moving  Averages  –  Oscillators  –  Efficient  Market  theory-  Elliot  Wave
                          Theory- Global Inter-market Analysis with the help of Technical Analysis.

               UNIT-IV    Portfolio  Management:  Portfolio  construction,  Evaluation,  Revision  and  Diversification-  9
                          CAPM-  Markowitz  Model–  Treynor,  Sharpe,  Jensen  and  Information  Ratios-Asset  allocation-
                          International Portfolio Investment.

               UNIT-V     Financial Planning For Individuals: Significance of personal financial Planning- golden rules  9
                          of financial planning-financial goal setting- Tax Planning- Risk Planning-Long and short term
                          planning- Retirement Planning.

                                                                                   Total Contact Hours   :   45


               Course Outcomes:After completing the course, the Learners should be able to:
                  Possess good knowledge in the characteristics and objective of investment.
                  Understands various processes involved in securities market.
                  Students would have thorough knowledge in fundamental analysis.
                  Students can able evaluate the technical analysis.
                  Understands the importance of portfolio management.

               Text Book (s):
                                                                                                             th
                   Donald E.Fischer & Ronald J.Jordan, Security Analysis & Portfolio Management, PHI Learning., New Delhi, 8
                1
                   edition, 2011.
                                                                                         rd
                   Prasannachandra, Investment analysis and Portfolio Management, Tata McGraw Hill,3
                2
                   edition  2011.
                                                                                              nd
                3   PunithavatyPandian, Security Analysis and Portfolio Management, Vikas Publishing house, 2  edition, 2011.

               Reference Books(s) / Web links:
                                                                                         th
                1   Reilly & Brown, Investment Analysis and Portfolio Management, Cengage Learning, 9  edition 2011.
                2   S. Kevin , Securities Analysis and Portfolio Management , PHI Learning , 2012.
                                                        th
                3   Bodi, Kane, Markus, Mohanty, Investments, 8  edition, Tata McGraw Hill, 2011.
                4   V.A.Avadhan, Securities Analysis and Portfolio Management, Himalaya PublishingHouse,2011.
                5   V.K.Bhalla, Investment Management, S.Chand& Company Ltd., 2012.
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