mba sapm course plan july 2013 ver 1.1

7/27/2019 MBA SAPM Course Plan July 2013 Ver 1.1

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TSM COURSE PLANFOR/QSP/CTC

Rev. No / Date : 00/20.09.2010

Page 1 of 5

Approved By: PRINCIPAL

Master of Business Administration

Class of 2015

Trimester IV- Security Analysis and Portfolio Management

Course code: 12MF41 Credits: 3.0 Total No. of sessions: 28

Course Objectives:

A. To Enable Students to Understand, Imbibe, Apply and Analyze the Concepts, Principles SecurityAnalysis and Portfolio management

B. To Sensitize the Need for Decision Making based on Security Analysis and Portfolio ManagementC. Prescribed Textbook: Analysis of Investments & Management of Portfolios -10 Edition

Reilly/Brown

Cases refer to Security Analysis and Portfolio Management Book Donald E.Fischer and

Ronald J.Jordan

D. Course PlanSession

No.

Date Topics to be

covered

Suggested Reading

Chapters from the

Textbook

Teaching Method

1 08.07.2013 Introduction toInvestments,Investments what& why; Differentcategories ofinvestors Investor,Speculator andGambler; Process ofinvestment;Different avenues of

investment; RiskReturn Concept of

investment; IntrinsicValue concept inInvestment Analysis

Chapters 1,2 & 4 Lecture, Problem

Solving

2 09.07.2013 FundamentalAnalysis Economy

Analysis

Chapter 12 Lecture & Problem

Solving

3 10.07.2013 FundamentalAnalysis Industry


Solving


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Analysis

4 15.07.2013 FundamentalAnalysis Company

Analysis

Chapters 10, 14 Lecture & Problem

Solving


Analysis


Solving


Analysis


Solving


Analysis


Solving

8 23.07.2013 Fundamental

Analysis CompanyAnalysis


Solving


Analysis


Solving


Analysis


Solving


Analysis


Solving

12 31.07.2013 FundamentalAnalysis CompanyAnalysis

Chapters 10, 14 Lecture & ProblemSolving


Analysis


Solving


Analysis


Solving

Case: Philip Morris

Companies

15 07.08.2013 Bond Analysis:Returns and

Systematic Risk


Solving

16 12.08.2013 Bond Analysis:Unsystematic Risk


Solving

17 13.08.2013 Bond Analysis:Unsystematic Risk


Solving

18 14.08.2013 Bond ManagementStrategies


Solving


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Solving

2021.08.2013 Bond Management

Strategies


Solving



Solving

22 02.09.2013Technical Analysis,Technical analysis

VS Fundamentalanalysis, Technicalanalysis Features,

assumptions andlimitations, Tools of

technical analysislike Japanese

Candle stick chart


Solving

23 04.09.2013Line chart, Barchart, PFC, Doubletop, Triple top

patterns, Head andShoulders, Support

and Resistancelevel.


Solving

24 11.09.2013Elliot Wave theory,

Dow theory, Breadthof the market,

Relative strengthanalysis, Movingaverage analysis,

MACD.


Solving

Case: McDonalds

Corporation

25 16.09.2013Portfolio

Management,PortfolioManagementConcept andObjectives, Factorsto be considered inPortfolio

Management,Diversification:


Solving


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Simple, Superfluous

and Markowitzmodels, CAPM andAPT: Concept,

application anddifference betweenCAPM & APT

26 18.09.2013,Diversification:Simple, Superfluousand Markowitzmodels, CAPM andAPT: Concept,

application anddifference between

CAPM & APT


Solving

Case: Quan Tech

Partners

27 23.09.2013Diversification:Simple, Superfluous

and Markowitzmodels, CAPM andAPT: Concept,


Lecture & Problem

Solving

Case: The Conways

28 25.09.2013 Diversification:Simple, Superfluousand Markowitz

models, CAPM andAPT: Concept,


Chapter 15 Lecture & ProblemSolving

Case: George and

Emily Allen

Case: The Parallax

Fund

More Cases may be announced

E.

Internal Assessment:: Maximum Marks: 401. Quizzes : 102. Case Analysis : 103. Project Work/

Article Presentation

Panel Discussion : 10

4. Mid Term Exams : 10


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mba sapm course plan july 2013 ver 1.1

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