INDIAN INSTITUTE OF MANAGEMENT KOZHIKODE Post Graduate Programme 2012-1

Course Title Instructor Course credit No. of sessions Session uration Term $ear Investment Analysis and Portfolio Management Sony Thomas 3 15 1!" minutes I# P%P&II' !"13&1(

1. Introduction
In the past several decades, the field of investment analysis has evolved from a descriptive process to a highly formalized and quantitative area of study. The rapidly changing financial environment and the number of new instruments available have made analysis a task which can only be carried out by persons who have been equipped with updated skills. This course blends portfolio theory with the type of practical issues that one will come across in a career as a professional investment manager. Topics include identifying investor objectives and constraints, recognizing risk and return characteristics of investments, developing strategic asset allocations, utilizing options to manage portfolio risk and evaluating portfolio and manager performance relative to investment objectives and appropriate benchmarks. !. )*+ectives and sco,e Broadly, the course covers inancial Institutions and !arkets "isk# return trade off $sset %ricing !odels &esign, !anagement and 'valuation of %ortfolios of (ecurities )edge unds $lternative Investments 3. -eading Material .a/ Te0t 1oo2 .Main/* Investments and %ortfolio !anagement* +th 'dition by ,vi Bodie, $le- .ane and $lan /. !arcus 0%aperback 1lobal 'dition20B.!2 .*/ )ther -eference 1oo2s* 3. 'lton etal * !odern %ortfolio Theory and Investment $nalysis 045562* 6 th 'dition* 7iley India 4. Benjamin 1raham * The Intelligent Investor 045582* 9ollins Business :. $swath &amodaran * Investment %hilosophies* (uccessful (trategies and The Investors 7ho !ade Them 7ork0455:2* 3st 'dition* /ohn 7iley and (ons. ;. Burton 1.!alkiel* $ "andom 7alk &own The 7all (treet 045562 7 7 <orton and 9ompany =. %eter >. Bernstein* 9apital Ideas* The Improbable ?rigins of !odern 7all (treet0455=2 /ohn 7iley and (ons

.c/ Internet -esources www.nseindia.com www.bseindia.com www.morningstar.co.in www.vanguard.com (. 3valuation Scheme Com,onents 9lass %articipation AuizzesB$ssignments %rojectB(imulation 'nd Term '-am 5. Session Plan www.sebi.gov.in www.amfiindia.com www.valueresearchonline.com www.easymf.com

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