Investment Analysis & Portfolio Management

Welcome to Investment and Portfolio Management

Pharma College
Department: Accounting and Finance Program
Program: BA Degree in Accounting and Finance
Course Code: AcFn4051
Module: Project and Investment Analysis
Module Code: AcFn-M4050

Course Description

This course introduces students to investment alternatives, risk and return, bond and stock valuation, security analysis, portfolio theory, derivatives, and portfolio management. It develops students' ability to analyze investment opportunities and make informed investment decisions.

Course Objectives

By the end of the course, students should be able to:

  1. Explain the major investment alternatives and securities markets.

  2. Describe investment regulation and administration in Ethiopia.

  3. Calculate and interpret investment risk and return.

  4. Value bonds and stocks using appropriate methods.

  5. Conduct fundamental and technical security analysis.

  6. Explain portfolio diversification and portfolio risk.

  7. Explain derivative instruments and their use in hedging.

  8. Evaluate portfolio performance and describe portfolio management strategies.

Learning Expectations

Students should study the weekly materials, attend classroom sessions, participate in discussions, complete Moodle quizzes and assignments, and prepare for scheduled tests and the final examination.

Assessment

  • Test 1: 15%

  • Test 2: 10%

  • Quizzes: 5%

  • Assignments: 20%

  • Final examination: 50%

Total: 100%