INVESTMENT ANALYSIS AND PORTFOLIO STRATEGY

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Investment analysis and portfolio management course objective is to help entrepreneurs and practitioners to understand the investments field as it is currently understood and practiced for sound investment decisions making. Following this objective, key concepts are presented to provide an appreciation of the theory and practice of investments, focusing on investment portfolio formation and management issues. This course is designed to emphasize both theoretical and analytical aspects of investment decisions and deals with modern investment theoretical concepts and instruments. Both descriptive and quantitative materials on investing are presented.

 

Upon completion of this course the entrepreneurs shall be able:

 

         to describe and to analyze the investment environment, different types of investment vehicles;

 

         to understand and to explain the logic of investment process and the contents of its’ each stage;

 

         to use the quantitative methods for investment decision making – to calculate risk and expected return of various investment tools and the investment portfolio;

 

         to distinguish concepts of portfolio theory and apply its’ principals in the process of investment portfolio formation;

 

         to analyze and to evaluate relevance of stocks, bonds, options for the investments;

 

         to understand the psychological issues in investment decision making;

 

         to know active and passive investment strategies and to apply them in practice.

 

The structure of the course

 

The Course is structured in 8 chapters, covering both theoretical and analytical aspects of investment decisions:

 

1.      Investment environment and investment process;

 

2.      Quantitative methods of investment analysis;

 

3.      Theory of investment portfolio formation;

 

4.      Investment in stocks;5.      Investment in bonds;

 

6.      Psychological aspects in investment decision making;

 

7.      Using options as investments;

 

8.      Portfolio management and evaluation.

 

Evaluation Methods

 

As has been mentioned before, every chapter of the course contains opportunities to test the knowledge of the audience, which are in the form of questions and more involved problems. The types of question include open ended questions as well as multiple choice questions. The problems usually involve calculations using quantitative tools of investment analysis, analysis of various types of securities, finding and discussing the alternatives for investment decision making.

 

Summary for the Course

 

The course provides the target audience with a broad knowledge on the key topics of investment analysis and management. Course emphasizes both theoretical and analytical aspects of investment decision making, analysis and evaluation of different corporate securities as investments, portfolio diversification and management. Special attention is given to the formulation of investment policy and strategy.

 

The course can be combined with other further professional education courses developed in the project.

. Investment environment and investment management process

 

Minicontents

 

1.1. Investing versus financing

1.2. Direct versus indirect investment

1.3. Investment environment

1.3.1. Investment vehicles

1.3.2. Financial markets

1.4. Investment management process

Summary

Key terms

Questions and problems

References and further readings

Relevant websites

 

 

1.1.  Investing versus financing

 

The term ‘investing” could be associated with the different activities, but the common target in these activities is to “employ” the money (funds) during the time period seeking to enhance the investor’s wealth. Funds to be invested come from assets already owned, borrowed money and savings. By foregoing consumption today and investing their savings, investors expect to enhance their future consumption possibilities by increasing their wealth.

 

But it is useful to make a distinction between real and financial investments. Real investments generally involve some kind of tangible asset, such as land, machinery, factories, etc. Financial investments involve contracts in paper or electronic form such as stocks, bonds, etc. Following the objective as it presented in the introduction this course deals only with the financial investments because the key theoretical investment concepts and portfolio theory are based on these investments and allow to analyze investment process and investment management decision making in the substantially broader context

 

Some information presented in some chapters of this material developed for the investments course could be familiar for those who have studied other courses in finance, particularly corporate finance. Corporate finance typically covers such issues as capital structure, short-term and long-term financing, project analysis, current asset management. Capital structure addresses the question of what type of long-term financing is the best for the company under current and forecasted market conditions; project analysis is concerned with the determining whether a project should be undertaken. Current assets and current liabilities management addresses how to

manage the day-by-day cash flows of the firm. Corporate finance is also concerned with how to allocate the profit of the firm among shareholders (through the dividend payments), the government (through tax payments) and the firm itself (through retained earnings). But one of the most important questions for the company is financing. Modern firms raise money by issuing stocks and bonds. These securities are traded in the financial markets and the investors have possibility to buy or to sell securities issued by the companies. Thus, the investors and companies, searching for financing, realize their interest in the same place – in financial markets. Corporate finance area of studies and practice involves the interaction between firms and financial markets and Investments area of studies and practice involves the interaction between investors and financial markets. Investments field also differ from the corporate finance in using the relevant methods for research and decision making. Investment problems in many cases allow for a quantitative analysis and modeling approach and the qualitative methods together with quantitative methods are more often used analyzing corporate finance problems. The other very important difference is, that investment analysis for decision making can be based on the large data sets available form the financial markets, such as stock returns, thus, the mathematical statistics methods can be used.

 

But at the same time both Corporate Finance and Investments are built upon a common set of financial principles, such as the present value, the future value, the cost of capital). And very often investment and financing analysis for decision making use the same tools, but the interpretation of the results from this analysis for the investor and for the financier would be different. For example, when issuing the securities and selling them in the market the company perform valuation looking for the higher price and for the lower cost of capital, but the investor using valuation search for attractive securities with the lower price and the higher possible required rate of return on his/ her investments.

 

Together with the investment the term speculation is frequently used. Speculation can be described as investment too, but it is related with the short-term investment horizons and usually involves purchasing the salable securities with the hope that its price will increase rapidly, providing a quick profit. Speculators try to buy low and to sell high, their primary concern is with anticipating and profiting from market fluctuations. But as the fluctuations in the financial markets are and become


 

INVESTMENT ANALYSIS AND PORTFOLIO STRATEGY

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  • CATEGORY : ACCOUNTING
  • TYPE : PROJECT MATERIAL
  • FORMAT : MICROSOFT WORD
  • ATTRIBUTE : Documentation Only
  • PAGES : 166 Pages
  • CHAPTERS : 1 - 5
  • PRICE : ₦ 3,000.00

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Investment analysis and portfolio management course objective is to help entrepreneurs and practitioners to understand the investments field as it is currently understood and practiced for sound investment decisions making. Following this objective, key concepts are presented to provide an appreciation of the theory and practice of investments, focusing on investment portfolio formation and management issues. This course is designed to emphasize both theoretical and analytical aspects of investment decisions and deals with modern investment theoretical concepts and instruments. Both descriptive and quantitative materials on investing are presented... accounting project topics

INVESTMENT ANALYSIS AND PORTFOLIO STRATEGY