Group Activity
Learning Unit 5
Portfolio Management
- General Instructions:
1.1. Portfolio management is one of the new techniques to reduce risk in security
investments.
1.2. At the beginning of this learning unit, the faculty will make an explanation
on Portfolio Management with examples. This explanation/presentation will
take approximately two hours.
1.3. After the explanation/presentation, participants may raise questions for
further clarifications or issues for discussion on the subject of Portfolio
Management. Approximately 45 minutes time has been earmarked for this
discussion.
1.4. This will be followed by another detailed explanation by the faculty on group
activities to be carried out by participants.
- Group Work
2.1. Four groups will be formed. Each group will consist of 5-6 members. Each
group will be assigned a separate topic as shown below :-
Group A : Firm specific analysis.
Group B : Modern Portfolio theory
Group C : Asset Allocation and portfolio design.
Group D : Evaluation of portfolio performance.
2.2. Each participant is expected to go through the reading material on the above
topics to discuss financial issues, meanings and definitions, calculations,
implications, decisions etc., Further they will also be expected to list out the
important points on flip charts/ Power point/OHP for presentation.
2.3. One or two members from the group may make the presentation. Each group
will be given sufficient time followed by 15 minutes discussion in the
classroom with other group members.
2.4. The presentations and the discussion will be moderated by the faculty
members.
