BIRLA INSTITUTE OF TECHNOLOGY, RANCHI, INDIA DEPARTMENT OF MANAGEMENT

MBA3002 INVESTMENT & PORTFOLIO MANAGEMENT

Module 1: Investment : Concept , Investment & Gambling; Influencing factors of investment decision; Financial decision Vs Investment decision; Process of Investment Program. Module 2: Investment Avenues : Investor classification; Bonds , Preference shares , Equity shares , Public issue , private placement, Right issue , Government securities , Post office deposits, Real estates, venture capital , mutual fund , precious metals , life insurance etc. Module 3: Risk & Returns: Meaning & concept of return, various techniques used in measurement of return; classification of Risk , measurement ( SD &Variance) and management of risk. Module 4: Valuation & Analysis of securities: Bond theories & valuation models, valuation of Bond, Preference Shares, Equity shares, Real Estate. Module 5: Investment & Tax planning: Exemptions & Deductions. Module 6: Equity Analysis & Equity research reports: Fundamental Analysis (EIC Analysis), Technical Analysis, Interpreting Research reports. Module 7: Portfolio Management: Introduction & concept, risk & return, Markowitz portfolio model, sharpe model, APT Model: assumption, derivation & application ; Portfolio management process ; Portfolio management Strategies ; Portfolio revision & evaluation.

Reference Books: 1. Investment & Portfolio Management Prasanna Chandra 2. Security Analysis & portfolio Management S Kevin 3. Investment management V .K. Bhalla