FIN630 : Investment Analysis & Portfolio Management

Course Overview

Course Synopsis

The course is designed to provide students a thorough overview of financial markets. Students will be able to understand fundamental and technical analysis and to implement it in practical scenario. It will help to perform economy, market and sector analysis for making wise investment decisions. Students will know how to perform company analysis to support investment decisions. This course will also help in seeking investment opportunities in different portfolios with special reference to the economy of Pakistan. It will also give a complete understanding of bond fundamentals; bond yields and bond prices. This course will also introduce the concepts of future and options.

Course Learning Outcomes

At the end of the course, you should be able to:

  • Utilize the knowledge of the financial markets and the inherent risks and rewards involved in those markets in their business decision-making process.
  • Identify key factors, products and services of the markets.
  • Describe the external factors as macro-economics forces and governmental monetary policy issues that impact the products of the markets and which can seriously affect the risk / rewards relationship within this area.
  • Know how to deal with capital markets, comprehend the emerging developments and analyze the investment alternatives.


Course Calendar

1 Introduction of Concept of Investing
2 Introduction of Market Place
3 Introduction of Market Place Contd....

4 Introduction of Common Stocks
5 Introduction of Market Mechanics
6 Fundamental Stock Analysis

7 Beyond Fundamental Analysis
8 Technical Analysis
9 Technical Analysis Contd.....

10 Technical Analysis Contd...
11 Fundamental Analysis
12 Fundamental Analysis Contd...
Assignment 1

13 Economy and Market Analysis
Quiz 1
14 Economy and Market Analysis Contd...
15 Sector / Industry Analysis
Quiz 2

16 Sector / Industry Analysis Contd...
17 Company Analysis
18 Company Analysis Contd...
GDB 1

19 Gathering Investment Information
20 Indirect Investing
21 Indirect Investing Contd...

22 Common Stock: Analysis and Strategy
Mid Term Exams
23 Market Efficiency
24 Market Efficiency Contd...

25 Market Indexes
26 Investment Alternatives
27 Bond Fundamentals

28 Bond Fundamentals Contd...
29 Bond Yields and Prices
30 Bond Yields and Prices Contd...

31 Understanding Risk and Return
32 Understanding Risk and Return Contd...
33 Portfolio Theory
Quiz 3

34 Portfolio Theory Contd...
35 Portfolio Selection
36 Asset Pricing Model

37 Asset Pricing Model Contd...
38 Portfolio Management
39 Evaluation of Investment Performance

40 The Role of Derivative Assets
41 Futures
42 Futures Contd....

43 Futures Contd...
44 Options
45 Overview of Lectures
Final Term Exams