tailieunhanh - Investment Analysis and Portfolio Management

Motivation for Developing the Course Research by the members of the project consortium Employers’ Confederation of Latvia and Bulgarian Chamber of Commerce and Industry indicated the need for further education courses. Innovative Content of the Course The course is developed to include the following innovative content: • Key concepts of investment analysis and portfolio management which are explained from an applied perspective emphasizing the individual investors‘decision making issues. | Lifelong Learning Programme Leonardo da vinci Transfer of Innovation Kristina Levisauskaite Investment Analysis and Portfolio Management Leonardo da Vinci programme project Development and Approbation of Applied Courses Based on the Transfer of Teaching Innovations in Finance and Management for Further Education of Entrepreneurs and Specialists in Latvia Lithuania and Bulgaria Vytautas Magnus University Kaunas Lithuania 2010 Investment Analysis and Portfolio Management Table of Contents 1. Investment environment and investment management Investing versus . Direct versus indirect . Investment . Investment . Financial . Investment management Questions and References and further Relevant 2. Quantitative methods of investment . Investment income and . Return on investment and expected rate of . Investment risk. Variance and standard . Relationship between risk and . . Correlation and Coefficient of . Relationship between the returns on stock and market . Characteristic line and Beta . Residual Questions and References and further 3. Theory for investment portfolio . Portfolio . Markowitz portfolio . The expected rate of return and risk of . Capital Asset Pricing . Arbitrage Price . Market Effi ci ency Questions and References and further 4. Investment in . Stock as specific . Stock analysis for investment decision . E-I-C . Fundamental . Decision making of investment in

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