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How to Analyze Investments
Module Fees
Rs. 4000/-
Access period
3 months
Learning time
4.5 hours
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.
Why this course is right for you
Real life case studies
Real life case studies built leveraging our expertise in research, ratings & risk solutions
Interactive examples
Interspersed with practice exercises and interactive examples to help apply concepts
Expert Speak
Insights incorporated in eLearning, based on 15+ years of classroom training experience
Knowledge checks
Knowledge checks at the end of each topic to ensure absorption of concepts
Glossary & Resources
End to end structure comprising basic definitions to advanced readings
Gamification
Final assessment questions & gamification at the end of the module to ensure learning objectives are met
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 • oncentration 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 |
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 "Quantitative Technique" from the search bar
- Select the e-learning module - Quantitative Technique, 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
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Frequently asked questions
Access to topics will be provided via our e-learning platform - training.crisil.com. You will need to create your login ID and password to set up your account. Post this, you can select the module and click on the 'Buy now' option. The selected module will be moved to the 'Cart' for payment via debit or credit card.
The modules are accessible for a period of 3 months from the date of purchase of the modules.
The mode of instruction is only via online.
The modules are self-study modules. They are interactive with animations, and also have 'knowledge checks' to assess the user on the concepts.
The modules cannot be accessed on mobiles or tablets. The only recommended mode is desktop or laptop.
The modules are accessible only on the online platform.
The modules are accessible any number of times for 3 months, from the date of enrolment.
You can email your queries to Crisil1Academy@crisil.com.
For any queries please contact to Pooja Yadav +91-7777073996 or write to us at
Crisil1academy@Crisil.com.
