{"id":16163,"date":"2025-06-17T14:57:26","date_gmt":"2025-06-17T14:57:26","guid":{"rendered":"https:\/\/zedex.co.in\/vipulp\/?post_type=product&p=16163"},"modified":"2025-06-17T14:57:34","modified_gmt":"2025-06-17T14:57:34","slug":"portfolio-management-f","status":"publish","type":"product","link":"https:\/\/zedex.co.in\/vipulp\/product\/portfolio-management-f\/","title":{"rendered":"Portfolio Management (F)"},"content":{"rendered":"

SYLLABUS<\/em><\/strong><\/h1>\n\n\n\n\n\n\n\n\n\n\n\n
No.<\/strong><\/td>\nModules \/ Units<\/strong><\/td>\n<\/tr>\n
1<\/strong><\/td>\nIntroduction to portfolio management <\/strong><\/td>\n<\/tr>\n
\u00a0<\/strong><\/td>\n\u2022\u00a0\u00a0\u00a0\u00a0\u00a0 Investment process, Investment categories, defining investment goals and objectives, Investment constraints.<\/p>\n

\u2022\u00a0\u00a0\u00a0\u00a0\u00a0 Process of asset allocation, different approaches to allocation decision, overview of allocation techniques.<\/td>\n<\/tr>\n

2<\/strong><\/td>\nPortfolio Management Strategies:<\/strong><\/td>\n<\/tr>\n
\u00a0<\/strong><\/td>\n\u2022\u00a0\u00a0\u00a0\u00a0\u00a0 Active strategy, passive strategy, semi active strategy, duration shift and immunization, efficient market hypotheses, top down and bottoms up.<\/td>\n<\/tr>\n
3<\/strong><\/td>\nPortfolio Analysis:<\/strong><\/td>\n<\/tr>\n
\u00a0<\/strong><\/td>\n\u2022\u00a0\u00a0\u00a0\u00a0\u00a0 Analysis: Diversification, portfolio risk and return, single index model, The sharpe index model, Portfolio Beta.<\/p>\n

\u2022\u00a0\u00a0\u00a0\u00a0\u00a0 Selection: Markowitz Risk- Return optimization, concept of utility, Sharpe optimization model, Geometric mean model, Safety First model, Stochastic Dominance Model.<\/td>\n<\/tr>\n

4<\/strong><\/td>\nPortfolio Revision and performance management:<\/strong><\/td>\n<\/tr>\n
\u00a0<\/strong><\/td>\n\u2022\u00a0\u00a0\u00a0\u00a0\u00a0 Revision: Portfolio rebalancing, portfolio upgrading, Formula plans, constant ratio plan, variable ratio plan, selection and revision of equity portfolio<\/p>\n

\u2022\u00a0\u00a0\u00a0\u00a0\u00a0 Performance measurement: Methods of calculating rate of return, Money weighted rate of return, Time weighted rate of return, Linked internal rate of return, Buying the index approach, Sharpe\u2019s- Treynor\u2019s \u2013 Jensen\u2019s performance measure of portfolio<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n","protected":false},"excerpt":{"rendered":"

SYBFM — SEMESTER – III<\/h3>\n

Author: Farhat Fatma Shaikh<\/h2>\n","protected":false},"featured_media":15306,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"product_brand":[],"product_cat":[1047,1114,1110,1111],"product_tag":[],"class_list":{"0":"post-16163","1":"product","2":"type-product","3":"status-publish","4":"has-post-thumbnail","6":"product_cat-bfm","7":"product_cat-elective-semester-iii-s-y-bfm","8":"product_cat-s-y-bfm","9":"product_cat-semester-iii-s-y-bfm","11":"first","12":"instock","13":"shipping-taxable","14":"purchasable","15":"product-type-simple"},"acf":[],"_links":{"self":[{"href":"https:\/\/zedex.co.in\/vipulp\/wp-json\/wp\/v2\/product\/16163","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/zedex.co.in\/vipulp\/wp-json\/wp\/v2\/product"}],"about":[{"href":"https:\/\/zedex.co.in\/vipulp\/wp-json\/wp\/v2\/types\/product"}],"replies":[{"embeddable":true,"href":"https:\/\/zedex.co.in\/vipulp\/wp-json\/wp\/v2\/comments?post=16163"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/zedex.co.in\/vipulp\/wp-json\/wp\/v2\/media\/15306"}],"wp:attachment":[{"href":"https:\/\/zedex.co.in\/vipulp\/wp-json\/wp\/v2\/media?parent=16163"}],"wp:term":[{"taxonomy":"product_brand","embeddable":true,"href":"https:\/\/zedex.co.in\/vipulp\/wp-json\/wp\/v2\/product_brand?post=16163"},{"taxonomy":"product_cat","embeddable":true,"href":"https:\/\/zedex.co.in\/vipulp\/wp-json\/wp\/v2\/product_cat?post=16163"},{"taxonomy":"product_tag","embeddable":true,"href":"https:\/\/zedex.co.in\/vipulp\/wp-json\/wp\/v2\/product_tag?post=16163"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}