Investment Analysis and Portfolio Management

Investment Analysis and Portfolio Management

Leading, trailing, and coincident macroeconomic indicators are used in economic analysis. In the Indian context, the expected direction of stock price movement in relation to macroeconomic variables.

  •  Industry analysis:
  •  life cycle stages,
  •  Porter’s five forces model,
  •  SWOT analysis,
  •  Industry financial analysis;
  •  Company analysis.

Dividend discount models include no growth, constant growth, a two-stage growth model, and several stages; relative valuation models include the P/E ratio and book value to market value.

  •  Risk and return fundamentals: Notion of returns,
  •  Standard deviation,
  •  Coefficient of variation,
  •  Beta and alpha.

Bond terms include present value, yield to maturity, yield to call, yield to put, systematic risk, price risk, interest rate risk, and default risk. Theories about the shape of the yield curve and the yield curve itself. Risk and non-risk factors that influence yields are unsystematic. Bond portfolio vaccination, length, arise modified duration. EIC framework for fundamental analysis.

 Study of derivatives of the Expand Market.
 Understanding of clearing, settlement, money, and risk management.
 Knowledge of the market in which the Indian equity derivatives market operates.
 The program is mandated by SEBI.
 Helps in progress by showing the technical complexities and their solutions by our trainers to make you understand clearly
 Talented, Tested, and experienced teachers of the respective field.
 Students globally reach out for our classes online and as well as offline.

Economic analysis: – Leading, lagging, and coincident macroeconomic data, and expected stock price movement with macroeconomic variables in the Indian setting.

What is Portfolio Management and How Does It Work?
Portfolio management is the branch of finance that deals with managing numerous assets and establishing an investment goal for people. Portfolio management is the art of picking the finest investment plans for a person to provide maximum returns with the least amount of risk. Portfolio management profitably has done with the assistance of portfolio managers, who, after learning about the client’s needs and risk tolerance, create a portfolio with a mix of financial instruments that provide the best returns for a safe future.

Theory of the Portfolio
Portfolio managers should carefully choose and combine financial instruments on behalf of their clients, according to them, to provide maximum returns with minimal risks. Portfolio theory aids portfolio managers in determining the amount of return and risk associated with every investment portfolio.

– Portfolio Risk and return are calculated using portfolio analysis. Risk and return for two and three asset portfolios, the efficient frontier idea, and the optimal portfolio are all part of the Markowitz portfolio model.