Investment Analysis and Portfolio Management
Course Description
The course integrates strategy, financial reporting, financial analysis and valuation, application
of this framework and tools to fundamental analysis, and the role of intermediaries that use these
tools in capital markets. The aim of the course is to provide students with basic theoretical
knowledge and practical tools build and manage better portfolios.
The discipline cover major topics such as quantitative methods of asset valuation and portfolio
formation, stocks and bonds analysis and valuation for investment decision making, options
pricing and using as investments, asset allocation, portfolio rebalancing, and portfolio
performance measures
Course Objectives
By completing the course students should know the basic theoretical foundations of portfolio
theory, be able to form market expectations and build strategic asset allocation, to select the
optimal investment strategy
Assessment
The student’s performance in the Corporate Tax course will be evaluated as following:
 Current activity (30%).
 Case-study (30%).
 Exam (40%).
Main reading
1.
John L. Maginn, CFA (Editor), Donald L. Tuttle, CFA (Editor), Dennis W. McLeavey,
CFA (Editor), Jerald E. Pinto, CFA (Editor). Managing Investment Portfolios: A Dynamic
Process. 3rd Edition. April 2007
2.
Investment Analysis and Portfolio Management - Prasanna Chandra - Tata McGraw Hill