Portfolio construction

Portfolio construction

Bachelor of Business Studies (BBS) — Fourth Year

Subject: Fundamentals of Investment (FIN 253)

Unit 10: Managing Portfolios

Academic Year: 2083/84

Topic Objectives

After studying this topic, students should be able to:

• Explain the scope and key elements of portfolio construction.
• Apply the relevant financial concepts or calculations and explain their assumptions, risks and analytical limits.

Curriculum Scope

• Constructing a portfolio: role of investor’s personal characteristics, portfolio objectives and policies, developing an asset allocation scheme

Detailed Microsyllabus

1. Portfolio construction

   1. Investor characteristics and constraints.
   2. Portfolio objectives and policy.
   3. Define time horizon and liquidity needs.

2. Allocation

   1. Develop the prescribed asset-allocation scheme.
   2. Explain weights and diversification assumptions.
   3. Check consistency with the hypothetical investor profile.

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Curriculum reference: Tribhuvan University, Faculty of Management, revised four-year BBS curriculum, PDF pages 89–91.

Source note: The curriculum scope above is retained from the existing TU syllabus breakdown. The numbered study subtopics are editorial elaborations for teaching and study, rather than a separately issued TU syllabus. Unit or component allocations apply at their stated level; no separate topic hours or marks are assigned here. Examples involving current laws, rates, institutional products or Nepalese status must identify the relevant period and official materials; no changing numerical or legal requirements are invented here.