Investment Analysis & Portfolio Management

Investment Analysis & Portfolio Management

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Investment Analysis & Portfolio Management

TOTAL DURATION CERTIFICATION VALIDITY COURSE TYPE
12 Hours No Expiry Date Online Interactive

For more information, please Contact:

Counsellor : +91 7418954716 / +91 8080533088

Email id: gen_pdp@nse.co.in

The Investment Analysis & Portfolio Management program offers an in-depth exploration of key concepts, strategies, and tools for making informed investment decisions. Designed to equip participants with a solid understanding of financial markets, portfolio management, and valuation techniques, this course aims to enhance participants' analytical skills in investment management.

Objectives of Investment Decisions:

  • Types of investors, constraints, and goals of investors

Financial Markets:

  • Introduction to primary and secondary markets
  • Trading in secondary markets, money market, repos, reverse repos, bond market, and common stocks

Investment Analysis and Portfolio Management:

  • Overview of investment decisions and market trading

Fixed Income Securities:

  • Time value of money, real and nominal interest rates
  • Bond pricing fundamentals and yields
  • Macaulay duration and modified duration

Capital Market Efficiency:

  • Understanding market efficiency and departures from the Efficient Market Hypothesis (EMH)

Financial Analysis and Valuation:

  • Analysis of financial statements and financial ratios
  • Valuation techniques for common stocks and technical analysis

Valuation of Derivatives:

  • Introduction to forwards, futures, and pricing mechanisms
  • Black-Scholes formula for options pricing

Investment Management:

  • Overview of investment companies
  • Active vs. passive portfolio management and cost considerations
  • Performance assessment of managed funds
  • Live online interactive classes by professional faculty
  • Class recordings available for a limited period
  • Access through mobile, desktop and laptop
  • Certification from NSE Academy

Open to professionals and aspiring individuals in finance, economics, business administration, and related fields. Suitable for both seasoned finance professionals looking to enhance their skills and newcomers aiming to enter the investment industry.

  • Gain valuable insights and knowledge tailored to your experience level in investment management.
  • Develop a deep understanding of financial markets and investment strategies.
  • Enhance analytical skills for better investment decisions and portfolio management.