SEU Portfolio Management ( FIN424 )

 The course discusses the portfolio management process by describing procedures for evaluating and selecting projects. The course contents are primary model selection criterion, steps in using a model, portfolio selection model, measurement of risk, forecasting and risk management.

Handling uncertainty, projects proposals, and history of portfolio management.

 1.              Assess the characteristics and risks of stocks, bonds, money market, and property investments

2.              Evaluate the purpose and function of stock markets, interest rates, and international regulation

3.              Analyse and choose appropriate Alternative Investments Portfolio Management

4.              Evaluate portfolio performance and risk

5.              Examine hedging activities, stock options, and currency derivatives

 1.      The Portfolio Management Process and the Investment Policy Statement

2.      Managing Individual Investor Portfolios

3.      Managing Institutional Investor Portfolios

4.      Capital Market Expectations

5.      Asset Allocation

6.      Fixed-Income Portfolio Management

7.      Equity Portfolio Management

8.      Alternative Investments Portfolio Management

9.      Risk Management

10.  Execution of Portfolio Decisions

11.  Monitoring And Rebalancing

12.  Evaluating Portfolio Performance

13.  Global Investment Performance Standards

John L. Maginn, Donald L. Tuttle, Dennis W. McLeavey & Jerald E. Pinto: Managing Investment

Portfolios: A Dynamic Process, Wiley; 3 edition (March 9, 2007). ISBN-13: 978-0470080146

Reference:

Bodie, Kane, and Marcus, “Essentials of Investments” 8th Ed., McGraw Hill, 2010