INSTITUTE OF BUSINESS ADMINISTRATION

Course outline
Portfolio Management and Investment Analysis
MBA Program

Instructor: Dr. Shakila Yasmin, Associate Professor

Room: 317, e-mail: shakila@iba-du.edu
Class hour: Sun 7:00- 9:30pm Thu 3:00- 6:00pm
Consultation on appointment

Course description:

This is a major course in finance area. The objective is to equip students with theories and tools
to take investment as profession and /or evaluate performance of fund managers.

Course materials:

The text book for the course are-

 Kane, B. Z. A., Marcus, A. J., & Bodie, Z. (2013). Investments.
 Reilly & Brown (2011). Investment Analysis and Portfolio Management.

Assessment Criteria

Class participation 5%
In class presentation of book chapters 5%
Designing mutual fund 10%
Performance evaluation your proposed mutual fund 10%
Book review 10%
Mid term Exam 30%
Final Exam 30%

Syllabus:

Topic Book chapter Week

Investment environment BKM ch 1& 2 1
Asset classes and financial
instruments
How securities are traded BKM ch 3 2
Investment companies and BKM ch 4 3
mutual funds
Risk, return and the historical BKM ch 5 4
records
Capital Allocation to Risky BKM ch6 5
Assets
Optimum risky portfolio BKM ch 7 6
Mid term (review and exam) 7
Index models BKM ch 8 8&9
Capital Asset Pricing Model BKM ch 9 10
Behavioral finance and technical BKM ch 12 11
analysis
Managing Bond portfolio BKM ch 16 12
Evaluation of portfolio BKM ch 24 and RB ch 25 13
performance
Final exam (review and exam) 14

General conduct and behavior:

Regular and punctual attendance at lectures is expected in this course. If any student misses three
consecutive classes without acceptable and proven reason he/she will be dismissed from the
course.

Students are expected to conduct with consideration and respect for the needs of other fellow
students and teaching staff. Conducts which unduly disrupts or interferes with a class, such as
ringing or talking on mobile phones, is not acceptable in such situation students may be asked to
leave the class.

Students are required to come to classes wearing business casual.

Students must take an active role in their learning experience and will be expected to read the
assigned material and complete written assignments prior to class.

Remember, there is no tolerance to plagiarism. Any sort of plagiarism may result failing grade
and dismissal from the course, program and the University. So, take responsibility to know
about plagiarism and the rules of proper referencing.