FULLY SOLVED BOOK LASY 5 YEARS PAPERS SOLVED PLUS GUESS

Investment Management

UNIT-I
Investment- Concept, objectives and process of investment management, financial and non-financial forms of
investment, various investment avenues, sources of investment information, financial market and Investment
Instruments, services of intermediaries in investment management, regulatory framework in financial market.
UNIT-II
Analysis of risk & return, concept of total risk, factors contributing to total risk, systematic and unsystematic risk,
default risk, interest rate risk, market risk, management risk, purchasing power risk. Valuation of debt
instruments- methods of valuation, risk management in debt market. Valuation of equity- methods of valuation
including CAPM and their relevance.
UNIT-III
Fundamental analysis: concept & significance of economic analysis, industry analysis: introduction, need for
industry analysis, alternative classification of industry, industry life cycle analysis, economic factors & industry
analysis, Company analysis - nature and style of management, key role of financial analysis, ratio analysis.
Technical Analysis: line chart, bar chart, points and figures chart, candlestick chart, reversal patterns, continuation
patterns, Dow Theory, Elliott wave theory.
UNIT-IV
Portfolio theory- Efficient Market hypothesis (EMH), Random walk theory, Markowitz diversification model,
Sharpe single index model, Arbitrage pricing theory. Portfolio building process, tools used by value investors,
Portfolio performance evaluation- Sharpe's and Treynor's portfolio performance evaluation, Portfolio revisionActive and passive strategies & formula plans in portfolio revision