Introduction to Portfolio Management

• History of Portfolio Management
• Necessity of Investment Policy
• SEBI Regulations
• Risks in Investment
• Portfolio Management Process

Investment Policy

• Types of Portfolios
• Types of Investors
• Client Profiling
• Setting Goals and Prioritization
• Gathering Data
• Investment Objectives and Constraints

Capital Market Expectations

• Forecasting Market Environment
• Macroeconomic Variables
• Forecasting Tools

Asset Allocation: Policies & Procedures

• Portfolio Diversification
• Asset Allocation Process
• Types of Asset Allocation
• Classes of Assets
• Expected Long-Term Benchmark Portfolio Results

Capital Market Theory

• Markowitz Model and Efficient Frontier
• Capital Asset Pricing Model
• Chaos Theory
• Arbitrage Pricing Model

Portfolio Analysis

• Components of Risk and Return
• Measures of Risk
• Systematic and Unsystematic Risk
• Beta of a Portfolio

Portfolio Revision

• Importance of Portfolio Revision
• Portfolio Revision Constraints
• Common Faults in Revision
• Portfolio Revision Strategies
• Portfolio Revision Techniques

Measuring and Evaluating Portfolio Performance

• Measures of Return
• Buying the Index Approach
• Performance Evaluation of Portfolio Managers

Equity Portfolio Management

• Passive Portfolio Management
• Active Portfolio Management
• Benchmark Portfolios
• Derivatives in Equity-Portfolio Management

Fixed Income Portfolio Management

• Bond Ratings
• Fixed Income Portfolio Management – Passive
• Fixed Income Portfolio Management – Active
• Barbelled and Laddered Strategies