Security Analysis and Portfolio Management w/CD (Paperback)  | Released: Dec,2015

Analysis of securities for construction of portfolio is undertaken by portfolio managers and investors for generating superior return. The return of a portfolio is largely characterized by the risk-return profile of the component securities. Bonds and equities are considered to be the two main components of any investment portfolio constructed to diversify risk and generate return. Therefore, a deep study of bonds and equities with a view to ascertaining their expected return and volatility is the key preoccupation of investors and portfolio managers. Analysis of investment avenues, particularly bonds and equities, to select best possible constituents for a portfolio is the subject matter of Security Analysis and Portfolio Management. Selection of optimal portfolio based on sound risk-return analysis is a skill that is useful for not only students of finance and market practitioners but also individuals aspiring to multiply their wealth by investing their surplus. This book has been written with the objective of elucidating, expounding and illustrating the right tools for security analysis and portfolio management in a way that both specialists and generalists are able to understand and apply them with ease. About the AuthorShalini Talwar Dr. Shalini Talwar is Associate Professor, Department of Finance, K. J. Somaiya Institute of Management Studies and Research, Mumbai. She is MBA and PhD. in finance with nearly 20 years of experience in industry and management education. She has published 2 books and more than 20 research papers in national and international publications of repute, including journals on the prestigious ABDC Journal Quality list. She is the founding editor-in-chief of a research journal and has edited several research publications over the years. She is on the review panel of many journals and book publishers. Dr. Talwar has conducted FDPs and MDPs for reputed organizations including MICO and Mahindra & Mahindra. She has convened and chaired many research conferences, workshops and seminars. Her core research areas are International Economics, Investment Management, Risk Analysis and Financial Inclusion. Included in her repertoire of diverse experience are projects for establishment of FM community radio station, IGNOU Study Centre and an engineering college.Table of Contents: Chapter 1 Introduction: Dimensions and Attributes of Investments Chapter 2 The Investment Environment: Securities Market of India Chapter 3 Risk-Return Analysis: The Measurement of Risk and Return Chapter 4 Portfolio Analysis: The Mechanics of Investment Chapter 5 Closer Look at Security Risk Premiums: Sharpe’s Single Index Model Chapter 6 Building up on Modern Portfolio Theory: Capital Market Theory and Factor Models Chapter 7 Financial Wizardry through Strategic Jugglery: Asset Allocation Chapter 8 Gauging the Portfolio Manager’s Ability: Portfolio Performance Evaluation and Revision Chapter 9 Critical Component of Analytical Framework: Valuation of Equity Chapter 10 The Broader Picture: Macroeconomic and Industry Analysis Chapter 11 Micro Analysis of a Stock: Company Analysis Chapter 12 Tracing Price Trends and Patterns: Technical Analysis Chapter 13 Decoding the Esoteric Aura: Technical Analysis and Behavioral Finance Chapter 14 Efficient Market Hypothesis: Does the Market Remain Unbeaten? Chapter 15 Overview of Fixed Income Securities: Unveiling Debt Securities Chapter 16 Investing Lucratively in Fixed Income Securities: Yield Curve and Bond Portfolio Management Chapter 17 Pooled Investments: Mutual Funds Chapter 18 Hedging and Trading Strategies using Derivatives: The Futures Contracts Chapter 19 Hedging Risk with Derivatives: Options Chapter 20 Choices Galore: Investing in India and Abroad Casestudy 1: Numbers Do Not Lie Casestudy 2: Bird’s Eye-view of S&P BSE SENSEX