INVESTMENT ANALYSIS & PORTFOLIO MANAGEMENT

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Presentation transcript:

INVESTMENT ANALYSIS & PORTFOLIO MANAGEMENT Lecture # 1 Dr. Shahid A. Zia

The Course INVESTMENT ANALYSIS PORTFOLIO MANAGEMENT

Text book PRACTICAL INVESTMENT MANAGEMENT, 3rd Edition, (Southwestern/Thomson) Robert A. Strong ISBN 0-324-17164-1 INVESTMENT ANALYSIS and MANAGEMENT, 9th EDITION, (by Charles P. Jones)

Investment Alternatives Assets are things that people own. Assets Financial Assets Real Assets e.g. bond, stock e.g. land

Investment Alternatives There are three broad categories of securities. Securities Equity e.g. common stock Derivative Assets e.g. futures, options Fixed Income e.g. bonds, preferred stock

Three Reasons for Investing Why invest ??? People invest to … supplement their income Dividends and Interest. earn capital gains Appreciation refers to an increase in the value of an investment. experience the excitement of the investment process.

Investing To consume, to save, or to invest a rupee that is earned ? Both saving and investing amount to consumption shifting through time. However, saving involves little, if any, risk, while investing is a risky endeavor.

Fundamental Analysis Fundamental Analysis include the evaluation of the; Balance Sheet Annual Report Profit & Loss Figures Profitability Ratios Liquidity Ratios Operational Ratios

Technical Analysis Scenario Analysis Focus on the movement of the share prices going up or going down. Scenario Analysis

Investments Investment means to invest something in some where.

Uses of Investments Three uses of investments; Consumption Savings Investing

Investing You consume less than you save and then from saving you can always think about investment.

Savings It is very important to see that how you save the money. You save money in your home at secure place. Committees.

Channels of Savings Banking Non-financial institutions National saving schemes

“Don’t Keep all your eggs in one basket” Portfolio Management How to manage different sectoral things. “Don’t Keep all your eggs in one basket”

Investment Analysis and Portfolio Management Mutual fund are also used in the portfolio. Collection of eggs. Collection of different shares, cash and foreign exchange.

Bonds Term Finance Certificates Bearer bonds Fixed Income bonds Euro bonds