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How to Analyze Investments

In this eLearning module on How to Analyze Investments, we will learn about the Quantitative and Qualitative Parameters that are used for analyzing Mutual Funds. We will also cover the Measures of Risk and the Risk Return Concepts in Investment.

 

Coverage and structure for eLearning module

 

Topic

Sub-topic

Introduction to Analysing Investments
  • Quantitative Parameters for Analysing Investments
  • Qualitative Parameters for Analysing Investments

Returns on Investments
  • Types of Returns on Investment
  • Absolute Returns
  • Simple Annualised Returns
  • Compounded Annual Growth Rate (CAGR)
  • Rolling Returns
  • Example of Rolling Returns Analysis

Risks in Investments
  • What is Risk in Investment?
  • Market Risk
  • Liquidity and Liquidity Risk
  • Liquidity across Asset Classes
  • Measuring Liquidity in Equity Securities
  • Example of Measuring Liquidity in Equity Securities
  • Liquidity in Debt Securities
  • Measuring Liquidity in Debt Securities
  • Credit Risk – Reflected by Credit Ratings and Spread
  • Impact of Credit Rating Upgrade/Downgrade on Investors
  • Impact of Credit Rating Downgrade on Fund Returns
  • Probability of default based on Credit Ratings and Tenure
  • Concentration Risk
  • Calculating Concentration Risk for Equities
  • Impact of High Concentration Risk for Equities
  • Concentration Risk in Fixed Income Portfolios
  • Impact of Rating Downgrade on Portfolios NAVs

Measures of Risks
  • What are Risk Measures?
  • Standard Deviation
  • Annualised Standard Deviation
  • Analysing Annualised Standard Deviation
  • Beta- Relative measure of Volatility
  • Downside Risk and Downside Risk Probability
  • Downside Risk Probability – Differential Returns
  • Yield To Maturity (YTM)
  • Modified Duration
  • Importance of Modified Duration

Risk-adjusted Returns
  • Measures of Risk-adjusted Performance
  • Alpha-Measure of Excess Returns
  • Sharpe Ratio and Sortino Ratio
  • Treynor Ratio
  • Information Ratio
  • Tracking Error

 

 

Module Fees: Rs. 4000/-                                  Access period: 3 months                                 Learning time: 4.5 hours

 

 

Steps to purchase

 

  • Go to CRISIL Learning platform https://training.crisil.com/
  • On https://training.crisil.com/ (CRISIL Learning platform) – sign up to create your unique login ID and password
  • Once your account is set up, search for "How to Analyze Investments" from the search bar
  • Select the e-learning module - How to Analyze Investments, and click on buy now; it will get added to your cart
  • Click on 'Cart' and purchase the module(s) with your debit or credit card
Detailed steps
Course demo

Features of eLearning modules:

 

 

Real life case studies

 

Real life case studies built leveraging our expertise in research, ratings & risk solutions

 

Expert Speak

 

Insights incorporated in eLearning, based on 15+ years of classroom training experience

 

Glossary & Resources

 

End to end structure comprising basic definitions to advanced readings

 

Visuals for workflows

 

Use of visuals to show a complex process or workflow

 

Interactive examples

 

Interspersed with practice exercises and interactive examples to help apply concepts

 

Knowledge checks

 

Knowledge checks at the end of each topic to ensure absorption of concepts

 

Animations

 

Animations & Characters to make complex concepts easy to learn

 

Gamification

 

Final assessment questions & gamification at the end of the module to ensure learning objectives are met