stor _ What is investment management? - Discuss the features of a good invest . What is investment process? | What are the main elements of inve: . Write a short note on need for in |. Differentiate investments from savi . Investment vs. Speculation. Long Answer Type Questions 1. Whatis meantby investment manag in the process of investment mai 2. Discuss the features of an invest should an investor follow to make ar 3. Define investment. Discuss the vestment. . Differentiate between ‘investment’ they differ from gambling? . What are the different concepts of ir detail. . “Investment is a carefully planned sp»MPANIES 6,000 5% Cumulative Preference Shares \ SS 0 DPT- Py. a : fing oceSS: And, how itis dior. Dine “Speculation ang Gambling, give its Comparative differ- yard (Marks 15) (Marks 5) (r investment is different from speculation? (Marks 5) @ steps t steps ; of in- jow do uss in ight of tment ibling- = lation. rks 5) est e 15) ion. fe 5) it nt a awpe SAVING schemes? in mutual funds?ataeceter textes <9, ions ae aside to ae: 1 rates “9,«al fd Investment Philos Ss and Strategy PY Vee Examination Style Questions .- 4. Define investment strategy. 2. What is investment philosophy? 3. What do you mean by growth investing? 4. Explain value investing. 5. Give importance of investment philosophy. 6. What is blended investing? 7. What is the difference between value and growth investing? 8. What are the ingredients of an investment philosophy? 9. What do you known about individual investors? 10. Write a note on institutional investors. 11. Why do you need of an investment strategy? 12. How an investment strategy is designed? 13. What do you mean by aggressive investment strategy? 1. What do you mean by value investing? Give its merts anc demerits. 2. Discuss in detail two basic investment philosophies. Also discuss difference between them. 3. Define growth investing. What factors to be considered © growth investing? 4. What is value investing? What are the factor influencing vue investing? ; 5. What do you mean by investment management? Discuss in detail the strategies of individual and institutional investors. 6. Discuss in detail three basic investment strategies. Aiso SSS difference between the three. re 7. What are the different types of investors? Explain their DS tives and constraints. Stich. [8] What do you understand by investment st'=! factors should be considered whie adopting © 82°: 284inguish between ‘Systematic risk and unsystem atic risk. (Marks 5) er the return, higher will be the risk." In this context, dis- various risks associated with an asset. (Marks 15) ed? he risk and yer CAPM? sure risk? nvolved in jonship 'srity Analysis 4 Fundamental Ay, Anat is indus Alyy \p ® analyst. ly 0 How compan 10° secision? :: Examination Style Questions .. ane = hort Answer Type Questions * analysis Write a short note on economic analysis. 4p. Discuss var Write a note on gross domestic product. es : What is industry analysis? er ps What do you mean by fundamental analysis? What is company analysis? What are the objectives of fundamental analysis? What is the need of fundamental analysis? Write short note on industry classification. . Describe non-financial indicators. 10. Give characteristics of industry analysis. 41. What is income statement? 12. Write a short note on the need of company analysis 43. What do you mean by intrinsic value? Long Answer Type Questions 1. Explain the significance of economic analysis. What are key economic factors which are looked upon whil economic analysis? a Describe indicators approach to economic analysis. Ex how different indicators are studied to gauge the direct’ the market. 3. What are the components of fundamental analysis? investment manager how would you carry out the funda” analysis? 4. Whatare the various ndamen? analysis? strengths and weaknesses of fu! How is ful 4 ‘i ae undamental analysis useful to a prospective '" ss in detail three phases lysis. Explain what is coy of fundamental an2ty a mpany analysis in the context of 15. ns | planning. What i : analysis? important factors should be conside"®?' 8. What is the need of ji how would you carry ©@NODEON= oo Industry analysis? As a financial arr Out the industry analysis? 288referers 4.90. Ww yaad erve DPT-PU-4 Security Analysis & Portfolio Mgt 0 the securtty : 9. Whatis industry ite cycle? Bring out its relevance t , analyst, e investment 10. How company analysis helps in making an effective inv decision? f company 11. Define company analysis. Also explain the scope of analysis. the finan- 2016 MAY.{4] What are the methods adopted to. 2016 MAYS] How does the Technical Analysis differ from funda mental analysis ? (Marks 15) BME, What i is meant by Technical Analysis? ao oes differ from fundamental analysis? We 3 (61 Ditierentizt és a Discuss the types of candles. arks 2 Differentiate between fundamental analysis and wena anal 24 290+e security Analysis & 5 gO) Discuss the concep o : techniques na got? MAY.[10) What es technical analysis g G it be ationsCOMPANIES o | THON OF \ : Examination Style Quest ee re Gucstera 4. What do you mean by portfolio management? 2 What do you understand by portfolio management scheme? a What is diversification? 4. What is portfolio construction? 5. What do you mean by the term portfolio? Give examples 6. Give types of portfolio management scheme. Ty tions a os 4. Whatare the steps involved in traditional approach to portfolio eee construction? 5,000. 2. Discuss the concept of portfolio. Also discuss how correlation can maximize retum and minimize risk for a portfolio. 3. Define diversification. Also give merits of diversification. 4. Whatdo you mean by portfolio management scheme? Discuss various factors to be considered before choosing a portfolio management scheme. 5. What do you understand by portfolio management? Explain its objectives. 2016 MAY.[1](d) What is risk management ? (Marks 5) [6] What do you understand by portfolio management? Discuss its need and advantages. (Marks 15) 2017 MAY.{5] What is meant by Portfolio management?(Marks 5) AIS MATE) State the explain the concept of Portfolio ener (Marks tan What fase the elements of Portfolio Management ? What a factors that a portfolio manager should keep in mind while aay , (Marks 15) 292 OOND MEYONS o aNome? ; n which the Modern Portfolio Theory iat is Sharpe enue Index Moder? Olip Optimum porttolio is developed under Sharpe Model? rtfolio e advantages of single index modo lation Application of Modern Portfolio Theory to non-financial assets. Questions you think that the effect of a combination of securities can BCUSS g about a balanced portfolio? Discuss. folio Discuss in detail Markowitz theory of portfolio analysis ee “What is modern portfolio theory? What are its assumptions conclusions? Sod 4. fe Sharpe's Model an improvement over Markowitz Portfolio f Discuss in detail. Pea i i 's Single In ks 5) 5. Discuss in detail Sharpe : ease otto theory given by ss its 6. Discuss the main pitfalls of s 15) Markowitz. 4 d Modern Portfolio Theory: ks 5) eerentete ee Model? What are its assumptions and age- B. What is Sharpe's Index 8. 7 sea 3 «s 5) * conclusions is an improverent oVOr Marton t are ¥ harpe’s model is a (Marks pile 2019 MAY.{12) S pe , 15) del. Discuss.arpron en Funan emi 1260 7 : °F 5000 a oars Examination Style Questions ‘Short Answer Type Questions 4. Define efficient ee market, Ficing 2. What do you understand by si Marist Theory? y Semi-strong form of Efficient ; rs Explain randomness of the market. 4, Describe random walk and its applicat 5, What are the thr viel othe rece cs forms of market efficiency? : re the relationship betwe = ee en random walk and efficient wer Type Questions 4. What is Random Wak Theory? What are its assumptions? nd CAPM. 2. Whatare the techniques ‘of testing the various forms of Efficient odel. Also Market Theory? 3. What is Efficient Market Theory? Explain its implications? ion on the 4. Explain the type of tests that are ‘commonly employed to verity the weak form of efficient market hypothesis, - empirical 6. What are the different forms of market efficiency? How does efficient market hypothesis help in investment decisions? 2 equation cations On = (Marks 5) odel. marks 12) ‘mars 15) (Marks ©) ind isa” it tine ae yarks 15) ng Mote marks 1°) 295Portfolio Perform > Evaluation and Revision ityle Questions :: estions do you mean by performance plan? portfolio revision? © Q ne portfolio performance evaluation. en i. Name any three methods of evaluating portfolio performance. ___ 5. What is Sharpe's performance measure for portfolios? 6. Discuss formula plan. 7. What do you mean by Rupee Cost Averaging? What do you mean by constant plan? . Explain Variable Ratio Plan. lestions 1. Discuss in detail various models for portfolio performance measurement. 2. What is the essential difference between the Sharpe and Treynor indexes of portfolio performance? 3. What are the objectives of portfolio revision? Explain different approaches to portfolio revision. 4. Discuss in detail various formula plans. Also discuss its imi- tations. 5. What do you understand by portfolio revision? What are its 6. ke 8. 9. constraints? Explain. . Discuss Jensen's Differential Return Model in detail. . Write a note on portfolio performance evaluation. . Discuss in detail Sharpe’s and Treyner's measures of portiolio performance. |. What is Rupee Value Plan? Also discuss its disadvantages. 10. Explain value averaging. Comparison between value averaai"9 and rupee cost averaging. 2016 MAY.(1](e) What is portfolio evaluation ? (Maris 9) _{7| Discuss the Jensen and Treynor Model. (Marks or Model. 11]/Explain in-dstall the Wengen and Treynes oya Me Java FO pre dis: pant 90.000 (on ow oS Tener? 19,000 Z a4 sa a0 Tal dtd IS & Portfolio Mgt. DPT -PU-4 is the need of Portfolio €valuation? How is it revised? (Marks 15) 1] What do you mean by portfolio management ? Dis- ANCE and erent fimi- re its detail portfolio revision techniques. (Marks 15) do you mean by portfolio evaluation ? Discuss the meth- portfolio performance evaluation in detail by distinguishing Sharpe and Treynor model. (Marks 15) i ion is needed ? 5] Why portfolio performance evaluation is aa aGlobal Investing # Examination Style Questions :: Short Answer Type Questions What is global investing? What are the risks involved in global investing? What do you mean by depository receipts? What is the difference between ADR and GDR? Define global mutual funds. Explain process of issuing a depository receipt. Explain any two challenges faced in international investing Define foreign currency convertible bonds. Explain Eurobonds. Long Answer Type Questions 1. Whatis global investing? What are the various options avai for global investing? . What are the benefits of investing internationally? Also cis: the risks involved in the same. . What are the challenges that an investor faces while div his portfolio internationally? . Define Depository Receipts. What are the advantages offered by the depository receipts to the issuer an investor? 5. What do you mean by global mutual funds? Explain the for investing in global mutual funds. 6. Define ADRs and GDRs. What are the advantages © receipts to the investors? eee 2016 MAY.[9] Explain the advantages of Global a . (Ma Y.[6] What is the benefit of global investmen’? \' 2017 MAY. ime! [14] Discuss in brief the various options for global invest" 2018 MAY.{14] Explain the various benefits of glob! ae and discuss its options available to Indian investors. \° EN GUT iO ak -» © DN