Security Analysis and Portfolio Management

Indian Institute of Technology Kharagpur

This course provides a broad overview of investment management, focusing on the application of finance theory to the issue faced by portfolio managers and investors in general.

Topics will include the topics of equity investment, and fixed income investment in various markets in the case of individual securities and issues related to portfolio optimization and performance evaluation.

This also deals with the risk management instruments used to manage the risk in equity market. It provides the extensive idea about the mutual fund investment and develops general portfolio management tools which are applicable when managing portfolios with any of all asset classes.

In this context the main objectives of this course are:

  1. to provide a theoretical and practical background in the field of investments.
  2. designing and managing the bond as well as equity portfolios in the real word.
  3. valuing equity and debt instruments.
  4. managing the mutual funds.
  5. measuring the portfolio performances.
Course Lectures