PORPORTFOL
PORTFOL
TFO
LIO
Johny
CONTENT
I. Introduction to Investment Analysis and Portfolio Management
Overview of investment analysis and portfolio management
Key concepts in finance and investment
Understanding risk and return in investments
II. Financial Markets and Securities
Types of financial markets and their features
Understanding securities and their characteristics
Asset classes and their role in portfolio construction
III. Quantitative Methods for Investment Analysis
Time value of money and its applications
Techniques for measuring investment returns
Introduction to probability and statistics for investment analysis
IV. Security Analysis
Fundamental and technical analysis
Valuation methods for stocks, bonds and other securities
Investment strategies and trading rules
V. Portfolio Management
Portfolio construction and optimization
Asset allocation strategies and models
Portfolio performance evaluation and measurement
VI. Risk Management and Derivatives
Understanding and measuring risk in investments
Derivative securities and their role in risk management
Hedging strategies and techniques for managing risk
VII. Behavioral Finance
Behavioral biases and their impact on investment decisions
Cognitive and emotional factors in investment decision-making
Strategies for overcoming behavioral biases
VIII. Ethical and Socially Responsible Investing
Ethical considerations in investment decision-making
Socially responsible investing strategies
Evaluating the performance of socially responsible investments
COURSE OUTLINE
WEEKS TOPICS
1-3 Introduction to Investment Analysis and
Portfolio Management
Overview of investment analysis and
portfolio management
Key concepts in finance and
investment
Understanding risk and return in
investments
4-6 Financial Markets and Securities
Types of financial markets and their
features
Understanding securities and their
characteristics
Asset classes and their role in portfolio
construction
7-9 Quantitative Methods for Investment
Analysis
Time value of money and its
applications
Techniques for measuring investment
returns
Introduction to probability and
statistics for investment analysis
10-11 Security Analysis
Fundamental and technical analysis
Valuation methods for stocks, bonds
and other securities
Investment strategies and trading
rules
12-13 Portfolio Management
Portfolio construction and
optimization
Asset allocation strategies and models
Portfolio performance evaluation and
measurement
14-16 Risk Management and Derivatives
Understanding and measuring risk in
investments
Derivative securities and their role in
risk management
Hedging strategies and techniques for
managing risk
17-18 Behavioral Finance
Behavioral biases and their impact on
investment decisions
Cognitive and emotional factors in
investment decision-making
Strategies for overcoming behavioral
biases
19-20 Ethical and Socially Responsible Investing
Ethical considerations in investment
decision-making
Socially responsible investing
strategies
Evaluating the performance of socially
responsible investments
References:
Bodie, Z., Kane, A., & Marcus, A. J. (2018). Investments. McGraw-Hill Education.
Fabozzi, F. J. (2018). Foundations of Financial Markets and Institutions. Pearson
Education.
Reilly, F. K., & Brown, K. C. (2019). Investment Analysis and Portfolio Management.
Cengage Learning.
Sharpe, W. F., Alexander, G. J., & Bailey, J. V. (2019). Investments. Prentice Hall.
Hull, J. (2018). Options, Futures, and Other Derivatives. Pearson Education.
Thaler, R. H. (2015). Misbehaving: The Making of Behavioral Economics. W. W. Norton &
Company.
Scholtens, B. (2018). Socially Responsible Investing: An Introduction. Routledge.
REFLECTION
Investment Analysis and Portfolio Management are critical topics in the field of finance
and investing. Investment analysis refers to the process of evaluating potential investments,
including their risks and returns, in order to determine whether they are suitable for inclusion in
a portfolio. Portfolio management, on the other hand, involves the process of managing an
investment portfolio to achieve the investor's objectives.
One of the key aspects of investment analysis is risk assessment. Investors need to
understand the various types of risk associated with different types of investments and how to
mitigate those risks through diversification and other strategies. They also need to consider the
expected returns of each investment and how those returns may vary over time.
Portfolio management involves constructing a portfolio that is aligned with the investor's
goals, risk tolerance, and time horizon. This requires a deep understanding of the different asset
classes, as well as their historical performance and future prospects. It also requires ongoing
monitoring and rebalancing of the portfolio to ensure that it remains aligned with the investor's
objectives.
Effective investment analysis and portfolio management are critical for achieving long-
term investment success. Investors who are able to analyze investments effectively, construct
well-diversified portfolios, and manage those portfolios over time are more likely to achieve
their investment objectives and build long-term wealth.
In summary, Investment Analysis and Portfolio Management are crucial topics that
require a deep understanding of finance and investing principles. By effectively analyzing
potential investments and constructing and managing a well-diversified portfolio, investors can
increase their chances of achieving their investment goals and building long-term wealth.
VISION:
To develop my personality where in positivity is above negativity. To make
myself open to every opportunity that knocks, and to do what is moral, right, and
just.
MISSION:
To provide a reaching-hand to each individual that needs my help. To give
what is needed in order to make myself and my family happy.
Goal:
To support and nurture whom I love. Build a connecting bridge to tighten
our family, friends, and dear one’s relationship.
Objectives:
To develop myself personally and socially.
To create a building-blocks in order to reach my dreams.
To reflect on mistakes and use it as a lesson for achieving goals.
