Course content
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Introduction to Investments: This unit provides an overview of the investment landscape, introduces different asset classes, and covers basic investment principles and concepts.
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Financial Markets and Instruments: This unit explores various financial markets, such as equity markets, bond markets, and derivatives markets. It also covers different investment instruments, including stocks, bonds, options, futures, and exchange-traded funds (ETFs).
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Portfolio Theory and Asset Allocation: This unit delves into portfolio theory, discussing concepts like risk and return, diversification, and asset allocation strategies. It explores modern portfolio management techniques and the importance of balancing different assets to optimize investment portfolios.
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Fundamental Analysis: This unit focuses on fundamental analysis, which involves evaluating a company's financial statements, industry trends, and competitive landscape to determine the intrinsic value of a stock. It covers financial statement analysis, valuation techniques, and industry analysis.
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Technical Analysis: This unit introduces technical analysis, which involves analyzing historical price and volume data to make investment decisions. It covers various technical analysis tools and indicators, chart patterns, and trend analysis.
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Risk Management and Investment Strategies: This unit explores risk management techniques in investments, including diversification, hedging, and using derivatives for risk mitigation. It also covers different investment strategies, such as value investing, growth investing, and momentum investing.
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Behavioral Finance: This unit examines the role of psychology and human behavior in investment decision-making. It explores behavioral biases, cognitive errors, and the impact of emotions on investment choices. It also discusses strategies to mitigate these biases and make rational investment decisions.
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Investment Performance Evaluation: This unit focuses on measuring and evaluating investment performance. It covers performance metrics, benchmarking, attribution analysis, and the importance of monitoring and reviewing investment portfolios.
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Ethical and Legal Considerations in Investments: This unit explores ethical issues in investments and the importance of adhering to legal and regulatory frameworks. It covers topics such as insider trading, conflicts of interest, and corporate governance.
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Global and International Investments: This unit examines the opportunities and challenges of investing in global and international markets. It covers factors to consider when investing abroad, foreign exchange risk management, and the impact of geopolitical and economic factors on investments.
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Alternative Investments: This unit explores alternative investments, such as private equity, venture capital, real estate, commodities, and hedge funds. It discusses the characteristics, risks, and potential benefits of investing in these alternative asset classes.
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Investment Strategies and Case Studies: This unit provides an opportunity to apply the knowledge gained throughout the course by analyzing real-world investment strategies and case studies. It includes hands-on exercises, simulations, and discussions on investment decision-making.
Assessment
The assessment is done via submission of assignment. There are no written exams.