INVESTMENTS MANAGEMENT

Course Description

Develops an understanding of the models and concepts of profitable investing, relying on theoretical development and consideration of observed pricing, market, and participant behavior. Examines the markets through which investment funds are channeled and the motivations of the investing and borrowing communities.On successful completion of this course, all students will have developed knowledge and understanding on: how securities are Traded, Mutual funds and other investment companies, Global Financial Instruments, Efficient Diversification, The efficient market hypothesis, Intentional investing, Taxes. Inflation, and investment Strategies, Investors and the investment process, Behavioral Finance and Technical analysis. Examines the markets through which investment funds are channeled and the motivations of the investing and borrowing communities.

INVESTMENTS MANAGEMENT

Evaluation Tools (Active Term)

No evaluation items have been defined.

Course outcomes

1. 01 1. DISCUSSING COMMON STOCK VALUATION
2. 02 2. ANALYZING STOCK OPTIONS
3. 03 3.EXAMINING BOND PRICES AND YIELDS
4. 04 4.IDENTIFYING INVESTMENT PROCESS
5. 05 5.EXPLAINING OPTION VALUATION

Course Syllabus

Reference Books & Course Materials

1. 01 BRADFORD D.JORDAN THOMAS W.MILLER JR. STEVEN D. DOLVIN, FUNDAMENTALS OF INVESTMENTS VALUATION AND MANAGEMENT SEVENTH EDITION

Learning Outcomes

1. L01 Calculating margin loan and the critical price at which investor is subjected to a margin call. SOLO 2
2. L02 Examine several methods of fundamental analysis used by financial analysis to value common stock. SOLO 3
3. L03 predicting shares using the basic dividend discount model and two-stage dividend model. SOLO 5
4. L04 compare and contrast the residual income model and free cash flow model SOLO 4
5. L05 Evaluate the different types of mutual funds and Distinguish between open-end funds and closed-end funds SOLO 5
6. L06 Elaborate working of exchange-traded funds and hedge funds, SOLO 5
7. L07 who owns the stock and how stock market indexes are constructed. SOLO 4
8. L08 the difference between a market order, a limit order, and a stop loss order. SOLO 4
9. L09 the difference between private and public equity. SOLO 4

Program Outcomes

1. P01 PO1: Endowed with the ability to evaluate self-learning needs adapted to the principle of lifelong learning.
2. P02 PO2: Established a general knowledge of economics sufficient to conduct independent and original research on economic issues and suggest relevant economic policies to solve both microeconomic and macroeconomic problems.
3. P03 PO3: Reached the required knowledge and skills; to understand the foundations, basic framework, and complexity of economic theories; to recognize the contribution and limitations of traditional theories; to explore modern economic theories and modeling of more complex situations; and to apply introduced theories in a discussion of research interests.
4. P04 PO4: Engaged in scientific inquiry, critical thinking, using quantitative and qualitative methods to demonstrate the ability to analyze and make recommendations for complex contemporary economic issues.
5. P05 PO5: Demonstrated the development of critical thinking and scientific reasoning skills with an attention to ethical aspects of data analytics, and been aware of acting in accordance with the ethical standard of scientific research and professional work.
6. P06 PO6: Been equipped with the ability to plan, take responsibility in economic projects individually or within a team for economic decision making for a variety of economic concepts in national and global environment.
7. P07 PO7: Endowed with the ability to communicate and explain effectively economic arguments both in oral and written ways to those with scholar knowledge and non-experts.
8. P08 PO8: Been able to apply economic theory and methods in real life situations which is of primary importance to generate relevant economic policies and conduct economic research.
9. P09 PO9: Developed an ability to conduct economic research and write a thesis connecting the theory and empirical conditions with particular attention to ethical perspectives and social responsibilities.

Po-Lo Matrix