Security Analysis and Portfolio Management

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S.P. Jain Institute of Management and Research

Security Analysis and Portfolio Management

Instructor: Dr. Shalini Talwar

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6 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

2 weeks to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

6 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

2 weeks to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

What you'll learn

Display a fine-grained understanding of fundamental analysis (E-I-C analysis) and an overall appreciation of security analysis.
Acquire the skill to craft investment strategies for stock selection.
Appreciate nuances and granularities of portfolio analysis.
Construct a multi-security equity portfolio.

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There are 6 modules in this course

This course covers security analysis and portfolio management concepts with a particular emphasis on practical aspects such as the construction of equity portfolios. The course also entails discussing issues one would typically encounter while picking up securities and selecting an optimal portfolio.The primary objective of this course is to provide learners with comprehensive knowledge and understanding of investment decisions that pertain to financial assets. The course will cover topics such as risk and return analysis, portfolio management theories, strategies for equity portfolio management, E-I-C analysis, and equity valuation. Through this course, learners will develop a deep understanding of the intricacies of investment decisions and gain practical skills that can be applied in real-life scenarios.

1. Gain an extensive understanding of the concepts of security analysis and portfolio management. 2. Display a fine-grained understanding of fundamental analysis (E-I-C analysis) and an overall appreciation of security analysis. 3.Appreciate nuances and granularities of portfolio analysis. 4.Construct a multi-security equity portfolio and evaluate practical aspects of equity portfolio construction.

Module 1 will familiarize the learners with Investment, portfolio diversification, and security analysis, emphasizing the practical applications and implications.

What's included

14 videos3 readings2 assignments

14 videosTotal 105 minutes

Introduction to the Faculty - Prof. Shalini Talwar 3 minutes
Introduction to the Course18 minutes
Investment Objectives4 minutes
Risk and Return, and Lifecycle Stage5 minutes
Individual Preferences and Constraints4 minutes
Asset Classes and Diversified Portfolios7 minutes
Portfolio Management7 minutes
The Link Between Portfolio Management and Security Analysis7 minutes
More About Security Analysis7 minutes
Overview of Technical Analysis11 minutes
Understanding Efficient Market Hypothesis9 minutes
A Quick Look at Behavioral Biases6 minutes
Closer Look at Fundamental Analysis9 minutes
Summarizing key concepts (Module 1)9 minutes

3 readingsTotal 50 minutes

Meet Your Faculty - Prof. Shalini Talwar 10 minutes
Prescribed Textbook10 minutes
Additional Readings30 minutes

2 assignmentsTotal 45 minutes

Assessment 130 minutes
Practice Quiz 115 minutes

In Module 2 will focus on the ultimate aim of fundamental analysis, which is to value and identify a particular stock or a few stocks to invest in.

What's included

12 videos1 reading2 assignments

12 videosTotal 86 minutes

What Does Company Analysis Entail?7 minutes
Qualitative Analysis of Companies7 minutes
Quantitative Analysis of Companies8 minutes
E-I-C Indicators for Stock Selection9 minutes
Investing Styles and Stock Selection9 minutes
Screening Criteria for Stock Selection8 minutes
Equity Valuation - What Is It?8 minutes
Discounted Cash Flow (DCF) Equity Valuation Models5 minutes
Implementing The Valuation Models: Computation of Inputs5 minutes
Relative Valuation: A Close Look at P/E Ratio7 minutes
Bringing DDM and Relative Valuation Together: Calculating Justified P/E6 minutes
Summarizing Key Concepts (Module 2)7 minutes

1 readingTotal 45 minutes

Additional Readings45 minutes

2 assignmentsTotal 30 minutes

Assessment 215 minutes
Practice Quiz - 215 minutes

Module Description: Module 3 will provide a granular understanding of investment risk and return, illustrating underlying measurements and dynamics. It will also introduce the learners to Modern Portfolio Theory (MPT), which continues to be a widely used approach for portfolio analysis.

What's included

9 videos1 reading2 assignments

9 videosTotal 91 minutes

Forms of Returns and Investment Decisions11 minutes
Measuring Individual Asset Security Returns12 minutes
Risk and Investment Decisions15 minutes
Investor Risk Profile, Risk Tolerance and Indifference Curves 8 minutes
Understanding Modern Portfolio Theory: The Science of Diversification6 minutes
Markowitz Risk-Return Optimization: Inputs for the Mathematical Model12 minutes
Markowitz Risk-Return Optimization: Constructing a Two-Security Portfolio10 minutes
Correlation and Optimization: Effect of Combining Securities in a Portfolio9 minutes
Summarizing Key Concepts (Module 3)8 minutes

1 readingTotal 45 minutes

Additional Readings45 minutes

2 assignmentsTotal 45 minutes

Assessment 3 15 minutes
Quiz 330 minutes

Module 4 will focus on the decisional aspects of Modern Portfolio Theory (MPT), illustrating how investors can choose their optimal portfolio from the efficient set. It will also discuss Capital Market Line, a concept that builds up on MPT.

What's included

6 videos1 reading2 assignments

6 videosTotal 50 minutes

Constructing the Efficient Frontier and Identifying Optimal Portfolio9 minutes
Identifying an Investor’s Optimal Portfolio in the Efficient Set6 minutes
Extension of Modern Portfolio Theory: Capital Allocation Line (CAL)12 minutes
From Capital Allocation Line (CAL) to Capital Market Line (CML)11 minutes
The Tangency or Market Portfolio5 minutes
Summarizing key concepts (Module 4)7 minutes

1 readingTotal 45 minutes

Additional Readings45 minutes

2 assignmentsTotal 45 minutes

Assessment 415 minutes
Quiz 430 minutes

Module 5 will discuss Single Index model and capital asset pricing models, both of which build up on MPT. In the case of single index model, the module will examine the risk-return relationship proposed by the model and discuss its application. While discussing CAPM, the module will focus on identifying overvalued/undervalued securities.

What's included

6 videos1 reading2 assignments

6 videosTotal 44 minutes

How Does the Single Index Model Build up on MPT?9 minutes
Graphical llustration of Sharpe’s model: Security Characteristic Line (SCL)4 minutes
Application of the Single Index Model for Diversification 7 minutes
An Introduction to CAPM 7 minutes
Identifying Undervalued and Overvalued Assets in the CAPM World11 minutes
Summarizing Key Concepts (Module 5)6 minutes

1 readingTotal 10 minutes

Additional Readings10 minutes

2 assignmentsTotal 50 minutes

Assessment 520 minutes
Quiz 530 minutes

Module 6 will equip the learners with essential skills to monitor, rebalance, and evaluate portfolios. The focus will be on asset allocation and rebalancing strategies, and performance measurement metrics.

What's included

7 videos1 reading2 assignments

7 videosTotal 61 minutes

Portfolio Monitoring and Revision: An Overview8 minutes
Closer Look at Asset Allocation Strategies12 minutes
Key Rebalancing Approaches5 minutes
An Overview of the Evaluation Approaches and Dynamics6 minutes
Performance Evaluation: Risk-Adjusted Returns and Benchmark-Relative Metrics13 minutes
Performance Evaluation: Drawdown and Other Metrics to Assess the Portfolio's Worst-Case Performance8 minutes
Summarizing Key Concepts (Module 6)7 minutes

1 readingTotal 30 minutes

Additional Readings30 minutes

2 assignmentsTotal 45 minutes

Assessment 6 15 minutes
Quiz 630 minutes

Instructor

Dr. Shalini Talwar

S.P. Jain Institute of Management and Research

2 Courses804 learners

Offered by

S.P. Jain Institute of Management and Research

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