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Investment Analysis and Portfolio Management Imp Question

The document outlines a comprehensive curriculum for Investment Analysis and Portfolio Management, covering key topics such as stock market structure, portfolio theory, capital market analysis, and performance evaluation. It includes detailed discussions on risk measurement, various investment strategies, and valuation techniques for equities and bonds. Additionally, it emphasizes the importance of active portfolio management and the role of mutual funds in investment decisions.

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rishabhsrivastavacbr
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93 views2 pages

Investment Analysis and Portfolio Management Imp Question

The document outlines a comprehensive curriculum for Investment Analysis and Portfolio Management, covering key topics such as stock market structure, portfolio theory, capital market analysis, and performance evaluation. It includes detailed discussions on risk measurement, various investment strategies, and valuation techniques for equities and bonds. Additionally, it emphasizes the importance of active portfolio management and the role of mutual funds in investment decisions.

Uploaded by

rishabhsrivastavacbr
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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Investment Analysis & Portfolio Management

Unit I: Investment
1. Explain the structure and functioning of stock exchanges. What are the main limitations
of the stock market?
2. Differentiate between equity and debentures/bonds in terms of their trading and
investment characteristics.
3. Discuss the various types of orders used in securities trading and explain the process of
margin trading.
4. Outline the clearing and settlement procedures in securities trading and the role of
regulatory systems in equity markets.
5. What are the main aims and approaches of security analysis? Discuss the types of
investors in the capital market.

Unit II: Portfolio Theory


1. Define risk and its components. How is the risk measured using covariance and
correlation?
2. Explain Markowitz’s Modern Portfolio Theory and how it aids in the selection of an
optimal portfolio.
3. How is Beta used as a measure of risk in portfolio management? Explain the process of
calculating Beta.
4. Discuss the Single Index Model and its application in portfolio selection.
5. Conduct a fundamental analysis by discussing the Economic, Industry, and Company
analysis framework with an example.

Unit III: Capital Market & Asset Pricing


1. Explain the Dow Theory and how support and resistance levels are used in technical
analysis.
2. Compare and contrast technical analysis and fundamental analysis in investment
decision-making.
3. Describe the Efficient Market Hypothesis (EMH) and its implications for investment
strategies.
4. Discuss the Capital Asset Pricing Model (CAPM) and its relevance in asset pricing and
investment decisions.
5. Explain Arbitrage Pricing Theory (APT) and its application in asset pricing with the
help of a case study.

Unit IV: Bond, Equity, and Derivative Analysis


1. Explain the Discounted Cash Flow (DCF) technique and its application in equity
valuation.
2. Discuss the Dividend Discount Model and how it is used to determine the intrinsic value
of a stock.
3. What are the key factors affecting bond valuation? Explain the Bond Theorem and the
term structure of interest rates.
4. Compare the P/E ratio, Price/Book value, and Price/Sales ratio as methods of equity
valuation.
5. Define Economic Value Added (EVA) and explain its importance in financial analysis
and investment decisions.

Unit V: Active Portfolio Management


1. Discuss the Sharpe, Treynor, and Jensen measures of portfolio performance evaluation.
How do they differ?
2. Explain the process of portfolio revision and the criteria for selecting alternative
investments.
3. What are the key strategies in active portfolio management? How does it differ from
passive management?
4. Discuss the role of the mutual fund industry in portfolio management and its impact on
investment decisions.
5. Describe the methods used to evaluate the performance of an existing portfolio and
suggest improvement strategies.

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