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Investment Analysis CO

This 3-credit, semester-long course provides an overview of investment analysis and portfolio management. The course objectives are for students to understand different investment options and their associated risks and returns, and to learn how to value securities to make informed investment decisions. The course covers topics such as regulations, risk and return, fixed income securities, equity valuation, security analysis, portfolio theory, and derivatives. Assessment includes tests, assignments, and a final exam weighing different chapters. The overall goal is for students to gain proficiency in investment analysis and portfolio management.

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MIKIYAS BERHE
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286 views4 pages

Investment Analysis CO

This 3-credit, semester-long course provides an overview of investment analysis and portfolio management. The course objectives are for students to understand different investment options and their associated risks and returns, and to learn how to value securities to make informed investment decisions. The course covers topics such as regulations, risk and return, fixed income securities, equity valuation, security analysis, portfolio theory, and derivatives. Assessment includes tests, assignments, and a final exam weighing different chapters. The overall goal is for students to gain proficiency in investment analysis and portfolio management.

Uploaded by

MIKIYAS BERHE
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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ADMAS UNIVERSITY

FACULTY OF BUSINESS
DEPARTMENT OF ACCOUNTING AND FINANCE
COURSE OUTLINE

Course Title Investment Analysis and Portfolio Management


Course Code AcFn 4061
Credit Hours 3
Prerequisites Financial Management I
Program BA Degree in Accounting and Finance
Academic Year
Instructors’ Name
Course Coordinator
Department Head
Course Description This course provides an overview of the field of investment .it explains basic
concepts and methods useful in investment. The course also tries to imitate
the valuation of bond and stocks. It also covers fundamental and technical
analysis as well as portfolio construction and portfolio managements.
Course Objective The course will enable students to understand different investment avenues
and aware of the risk return of different investment alternatives and estimate
the value of securities so as to make valuable investment decisions.

Course Contents
Chapter Topic Time Allotted
1. Introduction to investment 6 Hrs
1.1. What is investment
1.2. Investment alternatives
1.3. Investment companies
1.4. Security market
1.5. Basic investment transactions
1.6. Types of orders
2. Regulations and administration of investments in Ethiopia 9 Hrs
2.1. Definition and Nature of Regulation
2.2. Principles of Good regulation in investment
2.3. The Need to Regulate Investment
2.3.1. Regulation of Investment in Ethiopia
2.3.2. Constitutional Framework Investment in Ethiopia
2.3.3. Economic Policy of Ethiopia
2.3.4. Areas of Investment Reserved for Domestic Investors
2.3.5. Sectors Open to Ethiopian Nationals
2.3.6. Sectors Open to the state
2.3.7. Investment Procedures
2.3.8. Business License
2.3.9. Restrictions on Foreign Direct Investment
2.4. Accounting entries and implications on reporting
(general purpose and for tax purpose)
3 Risk and return 3 Hrs
3.1. Concepts of Risk and Return
3.2. Measuring historical risk
3.3. Measuring historical return
3.4. Measuring expected risk and return
4. Fixed income securities 6 hrs
A. Bond characteristic
B. Bond price
C. Bond yield
D. Risks in bond
E. Rating of bonds 4.5.1. Custom duties
5 Stock and equity valuation 3 hrs
5.1. Stock characteristic
5.2. Dividend discount model
5.3. Free cash flow model
5.4. Earning multiplier approach
6 Security analysis 6 hrs
6.1. Macro-economic analysis
6.2. Industry analysis
6.3. Company analysis
6.4. Technical analysis
7 Portfolio theory 3 hrs
7.1. Diversification and portfolio risk
7.2. Portfolio risk and return
7.3. Capital allocation between risky and risk free assets
7.4. Optimum risky portfolio
8 Derivative instruments 6 hrs

8.1 The nature of derivatives


8.2. Options and futures: payoffs
8.3. Derivatives as risk management (hedging) tools
9 Portfolio Management 6 hrs

9.1. Portfolio performance evaluation


9.2. The process of portfolio management
9.3. Active portfolio management
9.4. International portfolio management
Roles of the He/she will come to the class regularly on time and deliver the lecture in a
Instructor well-organized manner. Besides, at the end of each class he/she gives reading
assignment for the next class. He/she will make sure that a proper assessment is
given. He/she is also responsible to give feedback for each assessment
Roles of the The success of this course depends on the students‟ individual and collective
students contribution to the class discussions. Students are expected to participate
voluntarily, or will be called upon, to contribute to set exercises and problems.
Students are also expected to read the assigned readings and prepare the cases
before each class so that they could contribute effectively to class discussions.
Students must attempt assignments by their own. Proficiency in this course
comes from individual knowledge and understanding. Copying the works of
others is considered as serious offence and leads to disciplinary actions

Teaching & Learning Methods



 Lectures
 Group discussion
 Question & answers
 Problem based learning
 Debates & discussion
Assessment Methods
Assessment Chapters to be covered Weight
Assessment I: Test 1 Chapter 1 10%
Assessment II: Test 2 Chapter 3 10%
Assessment III: Individual assignment Chapter 2 10%
Assessment IV: A. Group Assignment Chapter 4 10%
B. Presentation(Group Assignment ) 10%
Final Exam All chapters 50%
Total Weight 100

Text Book:
 Charles P. Jones, Investments: Analysis and Management, 7th edition
Reference Books
 Robert C. Radcliff, Investments: Concept, analysis and Strategy, 4th edition,
 Frank K. Reilly & Keith Brown, Investment Analysis and portfolio
Management, 7th edition.
 Bodie, Kane & Marcus. Investments. 4th edition.
 Zvi Bodie, Investments, 6th edition, MCGraw-Hill Companies
 Chandra, P. Investments Analysis Portfolio management. 3rd edition.
 Elton, E.J.& Guruber,M.J.. Modern Portfolio Theory and Investment
Analysis. 5th edition.
 Avadhani,V.A Security Analysis and Portfolio Management. 9th edition

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