Security Analysis and Portfolio Management (SAPM) focuses on the principles and practices of evaluating investment securities and constructing efficient portfolios. The course provides a comprehensive understanding of financial markets, instruments, risk-return trade-offs, valuation techniques, and portfolio theories. It equips learners with the knowledge and analytical skills required to make informed investment decisions, manage risks, and optimize portfolio performance.
Objectives
- Introduce students to the fundamentals of investment and security markets.
- Provide knowledge of different financial securities, their valuation, and risk-return characteristics.
- Develop analytical skills in evaluating equity, fixed income, and derivative instruments.
- Explain portfolio theory, diversification, and asset allocation strategies.
- Equip learners with tools for portfolio performance evaluation and risk management.
- Expose students to the practical application of security analysis in investment decision-making.
Learning Outcomes
- Explain the concepts of investment, security markets, and types of securities.
- Analyze and value equity, bonds, and derivative instruments.
- Apply risk-return analysis in evaluating investment opportunities.
- Construct efficient portfolios using modern portfolio theory (MPT).
- Utilize asset allocation and diversification strategies to minimize risk.
- Evaluate portfolio performance using risk-adjusted measures (Sharpe, Treynor, Jensen’s Alpha).
- Apply security analysis techniques in practical investment decision-making.
Academic Year 2024-2025
Lecturer: Peter Kasaija
- Teacher: content creator
The Management of Financial Institutions and Markets course provides a comprehensive understanding of the structure, functions, and operations of financial institutions such as banks, insurance companies, mutual funds, and investment firms, as well as the financial markets they operate within. It covers key concepts such as risk management, interest rates, regulatory frameworks, and financial instruments, including bonds, stocks, and derivatives. The course also explores how monetary policy, global economic factors, and technological advancements impact financial systems, enabling students to analyze and make informed decisions within the dynamic financial landscape.
Objectives:
- To provide a foundational understanding of the roles and functions of financial institutions and markets.
- To examine the structure and regulation of the financial system.
- To develop analytical skills for evaluating financial instruments and market behavior.
- To understand risk management practices in financial institutions.
- To explore the impact of economic and monetary policies on financial markets.
Learning Outcomes:
- Identify and explain the functions of various financial institutions and markets.
- Analyze the behavior of interest rates and their effect on financial decision-making.
- Evaluate financial instruments such as stocks, bonds, and derivatives.
- Understand and assess regulatory and risk management practices in financial institutions.
- Interpret the influence of macroeconomic indicators and monetary policy on financial systems.
- Apply theoretical knowledge to real-world financial scenarios and market trends.
Academic Year 2024-2025
Lecturer: Peter KASAIJA
Email: peterkg96@gmail.com
Tel: 0788586629
- Teacher: content creator