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Investment and Portfolio Management Course Outline

This document outlines the course objectives and content for an investment and portfolio management course. The objective is to help entrepreneurs and practitioners understand investments and make sound decisions. Key concepts are presented on investment theory, portfolio formation, and management. Upon completing the course, students will be able to describe investment vehicles, understand the investment process, use quantitative methods to evaluate risk and return, apply portfolio theory, analyze stocks and bonds, and understand active and passive investment strategies. The course content covers investment environment and process, fixed income securities, financial analysis and valuation, and modern portfolio theory. Student assessment includes exams, quizzes, and class participation.

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Richard Kate Ricohermoso
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321 views3 pages

Investment and Portfolio Management Course Outline

This document outlines the course objectives and content for an investment and portfolio management course. The objective is to help entrepreneurs and practitioners understand investments and make sound decisions. Key concepts are presented on investment theory, portfolio formation, and management. Upon completing the course, students will be able to describe investment vehicles, understand the investment process, use quantitative methods to evaluate risk and return, apply portfolio theory, analyze stocks and bonds, and understand active and passive investment strategies. The course content covers investment environment and process, fixed income securities, financial analysis and valuation, and modern portfolio theory. Student assessment includes exams, quizzes, and class participation.

Uploaded by

Richard Kate Ricohermoso
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Santa Cruz Institute (Marinduque) Inc.

Sta. Cruz, Marinduque

Investment and Portfolio Management

Course Objectives

Investment analysis and portfolio management course objective is to help entrepreneurs


and practitioners to understand the investments field as it is currently understood and practiced
for sound investment decisions making. Following this objective, key concepts are presented to
provide an appreciation of the theory and practice of investments, focusing on investment
portfolio formation and management issues. This course is designed to emphasize both
theoretical and analytical aspects of investment decisions and deals with modern investment
theoretical concepts and instruments. Both descriptive and quantitative materials on investing are
presented.

Upon completion of this course the student shall be able:

 to describe and to analyze the investment environment, different types of investment


vehicles;
 to understand and to explain the logic of investment process and the contents of its’ each
stage;
 to use the quantitative methods for investment decision making – to calculate risk and
expected return of various investment tools and the investment portfolio;
 to distinguish concepts of portfolio theory and apply its’ principals in the process of
investment portfolio formation;
 to analyze and to evaluate relevance of stocks, bonds, options for the investments;
 to understand the psychological issues in investment decision making;
 to know active and passive investment strategies and to apply them in practice.

Chapter 1
INVESTMENT ENVIRONMENT AND INVESTMENT MANAGEMENT PROCESS

 Investing versus financing


 Direct versus indirect investment
 Investment environment
 Investment vehicles
 Financial markets
 Investment management process

Chapter 2
FIXED INCOME SECURITIES

 The Time Value of Money


 Simple and Compound Interest Rates
Simple Interest Rate
Compound Interest Rate
 Real and Nominal Interest Rates
Santa Cruz Institute (Marinduque) Inc.
Sta. Cruz, Marinduque

 Bond Pricing Fundamentals


Clean and dirty prices and accrued interest
 Bond Yields
Coupon yield
Current Yield
Yield to maturity
Yield to call
 Interest Rates
Short Rate
Spot Rate
Forward Rate
Chapter 3
FINANCIAL ANALYSIS AND VALUATION

 Introduction
 The Analysis of Financial Statement
Income Statement (Profit & Loss)
The Balance Sheet
Cash Flow Statement
 Financial Ratios (Return, Operation and, Profitability Ratios)
Measures of Profitability: RoA, RoE
Measures of Liquidity
Capital Structure and Solvency Ratios
Operating Performance
Asset Utilization
 The valuation of common stocks
Absolute (Intrinsic) Valuation
Relative Valuation
 Technical Analysis
Challenges to Technical Analysis
Chapter 4
MODERN PORTFOLIO THEORY

 Introduction
 Diversification and Portfolio Risks
Portfolio variance - General case
 Equilibrium Module: The Capital Asset Pricing Module
Mean-Variance Investors and Market Behaviour
Estimation of Beta
 Multifactor Modules

Assessment:
Major Exams 30%
Santa Cruz Institute (Marinduque) Inc.
Sta. Cruz, Marinduque

Quizzes 25%
Recitations/Outputs/Seatworks/Attendance 45%

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