Investment Management Analysis Ii

1. Define and differentiate between various investment types and strategies.
2. Analyze financial markets and instruments.
3. Evaluate risk and return profiles of different assets.
4. Apply portfolio management techniques to construct and manage investment portfolios.
5. Interpret financial statements and reports.
6. Manage working capital effectively.

13 weeks, about 28 hours in total. Yours will differ.

1. Week 1Module 1: Investment Background

   • Unit 1: Investment Background · 2 hours

     Read Unit 1: Investment Background. Understand the definition of investment and how investment alternatives compare.. Review real assets and financial assets, focusing on their roles as generators and claimers of income.. Study the rationale behind common stock evaluation and the concept of present value of future dividends..

2. Week 2Module 1: Investment Background

   • Unit 2: Overview of Financial Markets and Instruments · 2 hours

     Study Unit 2: Overview of Financial Markets and Instruments. Differentiate between money markets and capital markets.. Examine treasury bills, certificates of deposit, commercial papers, and bankers' acceptances.. Understand treasury notes and bonds, corporate bonds, and mortgages..

3. Week 3Module 1: Investment Background

   • Unit 3: How Securities are Traded · 2 hours

     Read Unit 3: How Securities are Traded. Learn about the role of investment bankers in primary issues.. Identify various security markets, including the secondary market and over-the-counter market.. Understand trading on exchanges, participants, types of orders, and how specialists execute trades..

4. Week 4Module 1: Investment Background

   • Unit 4: Investors and Investment Process · 2 hours

     Study Unit 4: Investors and Investment Process. Review investment objectives of individual and institutional investors.. Understand constraints facing individual and institutional investors.. Examine portfolio management and the conflict between risk and return..

5. Week 5Module 2: Risk and Return on Assets

   • Unit 1: Risk and Return on Assets · 2 hours

     Read Unit 1: Risk and Return on Assets. Understand investment returns over multiple periods.. Examine risk premiums and risk aversion.. Study historical records of assets, inflation, real rates of return, and the equilibrium nominal rate of interest..

6. Week 6Module 2: Risk and Return on Assets

   • Unit 2: Fixed Income Securities · 2 hours

     Study Unit 2: Fixed Income Securities. Understand characteristics of bonds, treasury bonds, and notes.. Examine bonds and preferred stocks, including call provisions and floating-rate bonds.. Learn about default risk in bonds and bond indentures..

7. Week 7Module 2: Risk and Return on Assets

   • Unit 3: Capital Asset Pricing and Arbitrage Pricing Theory · 2 hours

     Read Unit 3: Capital Asset Pricing and Arbitrage Pricing Theory. Understand the demand for stocks and equilibrium prices.. Analyze common stock growth.. Study the industry life cycle, including the pioneering, investment maturity, and stabilization stages..

8. Week 8Module 2: Risk and Return on Assets

   • Unit 4: Major Tenets in Portfolio Theory · 2 hours

     Study Unit 4: Major Tenets in Portfolio Theory. Understand the historical setting and reason for applying formal analytical techniques.. Examine Markowitz and the efficient frontier.. Learn about capital asset pricing theory, random walk, and efficient markets..

9. Week 9Module 3: Financial Statements Analysis

   • Unit 1: Financial Statements Analysis · 2 hours

     Read Unit 1: Financial Statements Analysis. Review major financial statements: income statement, balance sheet, and statement of cash flow.. Understand accounting versus economic earnings.. Study ratio analysis and decomposition of ROE..

10. Week 10Module 3: Financial Statements Analysis

    • Unit 2: Financial Reporting and Interpretation · 2 hours

      Study Unit 2: Financial Reporting and Interpretation. Understand the historical background and regulatory framework of financial reporting.. Examine components of financial reports, profit and loss reporting, and notes and explanations.. Learn about the objectives of financial reporting and compliance with statutory regulations..

11. Week 11Module 3: Financial Statements Analysis

    • Unit 3: Users of Financial Statements · 2 hours

      Read Unit 3: Users of Financial Statements. Identify users of financial reports and their information needs.. Understand limitations of financial reporting and absence of information for assessing a company's true value.. Differentiate between internal and external users of accounting information..

12. Week 12Module 4: Portfolio Management

    • Unit 1: Portfolio Management Objectives and Practices · 2 hours

      Study Unit 1: Portfolio Management Objectives and Practices. Understand risk and return objectives.. Examine the individual as an investor at different life stages.. Learn how to build a family estate and manage investments at midstream and during older age..

13. Week 13Module 4: Portfolio Management

    • Unit 2: Managing Fixed-Income Investments · 2 hours

      Read Unit 2: Managing Fixed-Income Investments. Understand interest rate risk and sensitivity.. Examine duration and its determinants.. Learn about passive bond management and immunization strategies..

    • Unit 3: Managing Working Capital · 2 hours

      Study Unit 3: Managing Working Capital. Understand profitability and risk in working capital management.. Examine the optimal level of working capital and basic principles.. Learn about short-term financing plans and the cash operating cycle..