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Lecture Investment analysis & portfolio management - Chapter 1: Introduction

This course begins by describing the investment environment, the various developments in investment theory, and the principles and practices of valuation. The analyses of fixed-income securities, equity securities, derivative securities, together with other securities such as unit trusts, will then be discussed. The theories, principles, and techniques of portfolio management will be presented. | Course Code: MBF 702 Investment Analysis & Portfolio Management Content 2 Introduction Name: Muhammad Waqas Saghir Qualification: Chartered Accountant and Associate Public Accountant Member: Institute of Chartered Accountants of Pakistan and Pakistan Institute of Public Finance Accountants Experience: 10 years Professional Experience in Assurance and Business Advisory assignments Course Description This course begins by describing the investment environment, the various developments in investment theory, and the principles and practices of valuation. The analyses of fixed-income securities, equity securities, derivative securities, together with other securities such as unit trusts, will then be discussed. The theories, principles, and techniques of portfolio management will be presented. Course Scope Investment analysis The course is designed to provide students a thorough overview of financial markets. Students will be able to understand fundamental and technical analysis and to . | Course Code: MBF 702 Investment Analysis & Portfolio Management Content 2 Introduction Name: Muhammad Waqas Saghir Qualification: Chartered Accountant and Associate Public Accountant Member: Institute of Chartered Accountants of Pakistan and Pakistan Institute of Public Finance Accountants Experience: 10 years Professional Experience in Assurance and Business Advisory assignments Course Description This course begins by describing the investment environment, the various developments in investment theory, and the principles and practices of valuation. The analyses of fixed-income securities, equity securities, derivative securities, together with other securities such as unit trusts, will then be discussed. The theories, principles, and techniques of portfolio management will be presented. Course Scope Investment analysis The course is designed to provide students a thorough overview of financial markets. Students will be able to understand fundamental and technical analysis and to implement it in practical scenario. It will help to perform economy, market and sector analysis for making wise investment decisions. Students will know how to perform company analysis to support investment decisions. The course provides an overview and analysis of key modern valuation methods. The course starts with a brief introduction and discussion of fundamental definitions. Then, we discuss the uses of and general approaches to valuation. The core of the course contains valuation methods applied by financial institutions nowadays such as methods based on multiples, discounted cash flows, and others. Please note that only those methods actually applied in modern practice are going to be presented. Course Scope Portfolio Management The objective of this course is to provide students with an overview of the key elements involved in the construction and management of portfolios. After providing a review of the risk-return relationship of financial assets and a discussion of the .