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Assignment IAPM date of submission 10.04.2025

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11 views2 pages

Assignment IAPM date of submission 10.04.2025

Uploaded by

amansinghofficial14
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Date of Submission 10.04.

2025
Assignment IAPM (For Students of Section A, B, C, D, E and F)

Unit 1: Investments

1. Define investment and explain the nature, scope, and objective of investment analysis.

2. What are the differences between systematic and unsystematic risk? Provide examples.

3. Calculate the expected return of a portfolio with the following investments:

o Asset A: 12% return, 40% of portfolio weight

o Asset B: 8% return, 30% of portfolio weight

o Asset C: 10% return, 30% of portfolio weight

4. Explain the steps involved in the investment analysis process.

5. A stock has a beta of 1.2. If the market return is expected to be 10% and the risk-free rate is
3%, calculate the stock's expected return using the Capital Asset Pricing Model (CAPM).

Unit 2: Investment Alternatives

1. Discuss the difference between capital market and money market instruments, and provide
examples of each.

2. What are the key features of government securities, and why are they considered a safe
investment?

3. Compare and contrast mutual funds with direct investments in stocks.

4. Explain the role of real estate and gold as alternative investment options, highlighting their
pros and cons.

Unit 3: Fundamental and Technical Analysis

1. What are the components of economic analysis in fundamental analysis, and how do they
impact investment decisions?

2. Perform an industry analysis for the automobile sector in India, focusing on key drivers of
growth and potential risks.

3. In technical analysis, what is the significance of a moving average, and how is it used to
identify trends in stock prices?

4. A company’s stock price has followed the pattern of 50, 52, 55, 53, and 57 over five days.
Calculate the 3-day simple moving average.

5. Explain the weak, semi-strong, and strong forms of the Efficient Market Hypothesis (EMH),
and discuss how each form can be tested.

Unit 4: Portfolio Management

1. What is portfolio management, and why is it important for investors?

2. Explain how risk is measured in a portfolio, and the importance of diversification in reducing
risk.
3. A portfolio contains two assets. Asset A has an expected return of 10% with a weight of 50%,
and Asset B has an expected return of 6% with a weight of 50%. Calculate the portfolio's
expected return.

4. Using the following data, calculate the standard deviation of portfolio returns:

o Asset A: 12% return, 4% standard deviation, weight 60%

o Asset B: 8% return, 3% standard deviation, weight 40%

o Correlation between Asset A and Asset B: 0.5

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