IBS Hyderabad : Course Code Course Title Faculty Name Consultation Hours (Day/time)
IBS Hyderabad : Course Code Course Title Faculty Name Consultation Hours (Day/time)
IBS Hyderabad : Course Code Course Title Faculty Name Consultation Hours (Day/time)
Course Handout
Program MBA
Course Code SLBK 603
Course Title International Banking Semester IV
Faculty Name D. Sreenivasa Chary Room No F-208
Mobile No 9849709741 Email dschary@ibsindia.org
Consultation Hours (Day/time): Wednesday, 2:00-3:00pm
Course Description:
The course provides an idea about the routine activities of a foreign exchange designated bank
branch. It covers various types of non-resident accounts, exchange rate determination for various
types of foreign exchange transactions, exchange and trade control in India, trade finance, investment
opportunities in India etc. It provides knowledge and skills to students, so that they can handle
matters related to trade credit as an entrepreneur and an intrapreneur.
Course Objectives:
The course is designed to –
Appraise the students about the international monetary system and international banking
operations
Outline the constituent elements of foreign exchange market in India and abroad
Formulate exchange rates for different customer transactions.
Assess the risks involved in international trade transactions
Sketch the regulatory framework for international banking operations in India
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IBS Hyderabad (Academic Year 2022-23)
.
Course Learning Program Outcomes Pedagogy Assessment
Outcomes (CLO) (PO)
CLO-1 PO-1, PO-8, PO-9, PO- Lecture, Excel Quizzes, Assignments
11. Workbooks
CLO-2 PO-1, PO-2, PO-7, PO- Lecture, Case Method, Case Analysis
11 Excel Workbooks
CLO-3 PO-1, PO-2, PO-3, PO- Case Method, Excel Problem Solving &
5, PO-6, PO-10, PO-12 Workbooks, Data Based Presentations
Insight
CLO-4 PO-1, PO-2, PO-9, PO- Case Method, Excel Case Analysis & Live
10, PO-11. Workbooks, Practice Projects
Insight Videos
Digital Resources:
A] ACADEMIC/NPTEL/SWAYAM:
S. Course Title & Link Proposed by
No. (Proessor/Institute)
1 International Business Prof.Sushil Vachani
https://www.edx.org/course/international-business-environment-and- IIM Bangalore
global-stra
2. Exchange Rate Mechanism IIBF
https://www.youtube.com/watch?v=_xRyblnP-Yk
3. International Banking Services IIBF
https://www.youtube.com/watch?v=l6D4NDr59r8
B] INDUSTRY INSIGHT:
S. No. YouTube Video Title & Link Speaker/Event/Organization
EXIM Policy Videos / Publications / Resources
1
https://www.eximbankindia.in available on the site
Monetary Policy Statements Governor, RBI
2.
https://www.youtube.com/watch?v=NyWxYFe8slU
UCPDC-600 Yogi Channel
3.
https://www.youtube.com/watch?v=OqwaLCm-A6E
C] DATA INSIGHT:
S. No. Resources Weblink
1 Reserve Bank of India. Rbi.org.in
2 Indian Institute of banking & finance http://www.iibf.org.in/
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IBS Hyderabad (Academic Year 2022-23)
D] OTHER RESOURCES:
S. No. Resources Weblink
1. Bank Quest (Articles) http://www.iibf.org.in/
2. RBI Annual Report Rbi.org.in
3. Trends & Progress in banking Rbi.org.in
4. RBI Master Circulars / Directions Rbi.org.in
Digital Tools:
Software/Packages: MS Office especially MS-Excel (whichever is applicable)
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IBS Hyderabad (Academic Year 2022-23)
4
IBS Hyderabad (Academic Year 2022-23)
5
IBS Hyderabad (Academic Year 2022-23)
accounts permitted
to be opened by
resident Indians
Remittance of Comprehend the RBI Master circulars
17 Foreign remittance facilities
Currency available to NRIs
Understand the
remittance facilities
available to resident
Indians
18 International Describe the Protecting Foreign Investors
Capital Flows foreign investments HBS: 9-706-044
in India, and (Background Note)
analyze their
differentiating
features
19 Methods of Understand, the
settlement in different methods
International of settlement of
Trade and INCO international trade
terms transactions like Note on International Trade
advance payment, Finance.
direct export, HBS: 9-211-007
Collection of Bills, (Background Note)
letters of credit etc
Able to explain the
significance of
INCO terms
20 Exchange and Appreciate the Export and Import of goods
Trade control method of exchange and services
mechanism in control by RBI and (www.rbi.org.in)
India trade control by
DGFT
21 TEST 2 Sessions 12-20 Chapters
5,12,17,18,23,30,31, and
Reading material
Define a Noble Group
22 documentary credit, HBS Case :9-210-021
Documentary and state the
Credits different types of
letters of credits and
the various parties
to a letter of credit
Describe the L.C
Mechanism
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IBS Hyderabad (Academic Year 2022-23)
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IBS Hyderabad (Academic Year 2022-23)
Local/National/International Perspective:
SDG Sensitization:
c. In the class discussion student is expected to participate actively and contribute to individual and
group learning. Evaluation is based on active participation.
Plagiarism policy:
Any infringement of copyright/patent/trademark is not appreciated and shall be viewed seriously. The students
are suggested to take proper help/support from the faculty members in this regard. So that students don’t get
into this infringement aspect either knowingly/unknowingly.
9
ICFAI BUSINESS SCHOOL, IFHE, HYDERABAD
MBA SEMESTER – IV
Course Handout (AY 2022 – 2023)
Course Objectives:
Mergers and Acquisitions continue to be amongst the preferred strategic options available to the companies seeking to grow and
prosper in the rapidly changing global business scenario. The objectives of this course are two-fold. First, the course is intended to
provide a comprehensive background in the strategic, economic, financial and organizational aspects of mergers, acquisitions and
divestments. Secondly, the course will seek to provide a practical framework for managerial decision making in the context of
acquisition activities, (for example, the determination of exchange ratios between the common stocks of the acquired and acquiring
companies). It will feature inputs from contemporary readings and popular case studies on the subject.
Learning Outcome:
This course focuses on the major aspects of mergers and acquisitions as well as other corporate restructuring transactions: deal
strategy, deal analysis, and deal design. We will cover the reasons why these transactions are done, the mechanics of the transactions,
the valuation of the firms involved, various aspects of deal structure, and the roles of the parties involved. As such, this course allows
the students to pull together material covered in previous finance courses, while also linking financial decision-making with the
overall strategy of the firm and dabbling in law, accounting, and organizational behavior.
Mergers, Acquisitions, and Other Restructuring Activities: An Integrated Approach to Process, Tools, Cases, and Solutions -
Donald DePamphilis (Academic Press), 9th edition
Page 1 of 6
Session Plan:
Sessions Detailed Syllabus Chapters in Cases / Papers to be Discussed Videos and other resources
the Text
Book
1-2 Introduction to Mergers and Chapters 1 1. Stanley Black & Decker, Inc. https://www.youtube.com/watch?v=W
Acquisitions environment. (211067-PDF-ENG) (HBS Case) BHzCDgEtVQ
Participants in the Mergers
and Acquisitions Process. Do
M&As pay off for share-
holders, bondholders and
society?
3-6 Economic rationale of Chapters 1 1.Chase Manhattan Corp.: The Making of https://www.youtube.com/watch?v=D
mergers.Common and 2 America's Largest Bank _7i87DqEvk
motivations for Mergers and 298016-PDF-ENG (HBS Case)
Acquisitions (Theories of
mergers), Merger Strategy,
Synergy considerations, 2. Assessing Procter &Gamble’s Acquisition
Regulatory considerations. of the Gillette. (DePamphilis Case 1.2)
7-9 M&A Process-The steps: Chapters 4 1. Exxon Mobil Buys XTO Energy in a Bet https://www.youtube.com/watch?v=L
The ten phases: Building the and 5. on Natural Gas. USA pgBGO0aO-Y
Business and the ( DePamphilis Case 5.2)
implementation plans, Search
and screening, Negotiation,
Due diligence, developing the
integration plan, Closing,
Implementing Post closing
integration and Conducting a
Post-closing Evaluation. Role
of HR and cultural issues in
merger success.
Page 2 of 6
CP Test-1
CP Test-II
Page 3 of 6
19-23 Deal structuring. Choosing Chapters 11 https://www.youtube.com/watch?v=d
the form of payment and and 12. Mahindra Satyam Merger with Tech 1GVWsJUFy8
financing. Deals that are Mahindra: Arriving at the
immediately taxable to the Share Exchange Ratio (ICMR Case)
selling shareholders.
Framework for structuring the Evaluating M&A deals: Floors, caps and
terms of exchange: Finding collars.
the win-win deal. Exchange ( 209138-PDF-ENG )
ratio implications. (HBS case)
24-26 Leveraged buyout structures Cha3`pter 13 1.Valuing a cross border LBO: Bidding on the https://www.youtube.com/watch?v=C
and valuation. Overview. Yell Group 1zuu8LBtzc
Common forms of LBOs. 204033-PDF-ENG
Critical success factors. (HBS Case)
Analyzing LBOs. 2.Kinder Morgan,Inc- Management
Buyout(HBS case) 207123-PDF-ENG
27-28 Corporate Takeover market: Chapter 3 1. Evaluating M&A deals-How Poison Pills
Takeover tactics and Anti Work (HBS case)
takeover defenses. 208061-PDF-ENG
CP Test-III
29-30 Share repurchases Chapter 3 https://www.youtube.com/watch?v=N
TOpui17Ku4
Page 4 of 6
Deal-structuring issues.
33 Cross- border M&As, Chapter 18 1.Wal-Mart’s International Strategy Illustrates https://www.youtube.com/watch?v=N
Structuring and Financing the challenges and the Potential of Global mSTTYH1Mgg
Cross-Border Transactions, Expansion(DePamphilis case 17.3)
Valuing cross-border
transactions.
Reference Books:
1. Mergers, Acquisitions and Corporate Restructurings (MAC): Patrick A. Gaughan(Wiley M&A Library)(Sixth Edition)
2. Mergers, Restructuring and Corporate Control: Weston, Chung, Hoag (Prentice Hall)
3. Harvard Business Review on M&A: HBS Press
Page 5 of 6
Evaluation Plan
Component Weightage Remarks Due after session Evaluation due after session
CP 10% 33
NCP Test – 1 15% 10 13
NCP Test – 2 15% 20 23
NCP Test – 3 20% Project Work 30 33
End Semester Exam 40%
100%
*Project work will begin after the Test-2 and will run along with scheduled sessions, making scope for continuous learning and
feedback. It will require students to work on real world M&A problems and developing solutions for valuation, due diligence and
raising finances, and will have flavors of companies in manufacturing and services industries, and early stage businesses.
Components of the Project work and their respective weightage are as follows:
Page 6 of 6
IBS Hyderabad (Academic Year – 2022-23)
Course Handout
Program : MBA
Course Code : SLF1609
Course Title : Portfolio Management and Mutual Funds
Semester : IV
Faculty Name : Dr. M. V. Narasimha Chary
Cabin No: F-206
Consultation Hours (Day/time): Thursday, 3:30-4:00pm
Mobile No: (+91) 9849039664
Email: chary@ibsindia.org
Course Description:
Understanding the fundamental principles and the dynamics of the stock picking aspect and risk diversification
process is very important. The course would enhance the conceptual knowledge of the student with respect to
understanding the different asset classes, asset allocation and portfolio management. The course would also
enhance the critical thinking of the students and financial advisory skills. It also equips the students to manage
a portfolio; also set up practice for personal financial planning of clients. The course also requires the students
to complete a comprehensive project on constructing a portfolio and its performance evaluation that would
enhance their report writing and presentation skills. Topics covered in the course examines the theoretical basis
and practical approach to the management of stocks and fixed income investment portfolios, which can be
applied to both personal as well as professionally managed funds like Mutual Funds. A distinctive feature of
the course is the extensive use of excel simulations to demonstrate the portfolio optimization process and
discussion of various stocks and fixed income investment portfolios strategies. A brief list of topics includes
Portfolio analysis, Portfolio diversification, Portfolio optimization suing Markowitz and Sharpe’s method,
Lintner’s method of short sales, Asset pricing, Equity portfolio management strategies, portfolio revision,
Evaluation of portfolio performance, Bond portfolio management strategies, Overview of Indian mutual funds
– NAV, SID, KIM, SAI, KYC, CAS, FACTA; Types of mutual funds and options – SIP, SWP, STP.
Course Objectives
The course is designed to:
• Appraise the importance to prepare investment policy statement.
• Equip the student with portfolio construction, management and rebalancing skills.
• Elucidate various asset pricing models and portfolio selection models.
• Expound various equity and bond portfolio management strategies.
• Apply portfolio evaluation tools in mutual fund industry.
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IBS Hyderabad (Academic Year – 2022-23)
Learning Outcomes
At the end of the course, the student shall be able to:
CLO-1: Understand objectives and constraints of an investor in the changing business environment and
develop an investment policy statement best suited for him/her.
CLO-2: Construct optimal portfolio(s) suited for him/her and rebalance the same based on the changing
business environment and their choices/preferences.
CLO-3: Review various equity and bond portfolio management strategies employed by investment industry.
CLO-4: Employ various asset pricing models to evaluate his/her portfolio’s performance and take necessary
action(s).
CLO-5: Understand mutual funds, various documents, investment plans and regulatory framework associated
with mutual funds.
Digital Resources:
A] ACADEMIC/NPTEL/SWAYAM:
S. No. Course Title & Link Proposed by
(Professor/Institute)
1. Security Analysis and Portfolio Management NDLI Series (IIT
http://ndl.iitkgp.ac.in/document/Z2JzN0ZmU2VhdW5kODBJdWRCTmg3 Kharagpur)
Rkkray9sUis4eDhucDBYVzdYcElQT1lkaUp4ODdPS3Jqd29zeEtPa1lnU
GlkRkJkdXlUREsxbUV5UXZWb1JQT0E9PQ
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IBS Hyderabad (Academic Year – 2022-23)
B] INDUSTRY INSIGHT:
S. No. YouTube Video Title & Link Speaker/Event/Organization
1. Constant Dollar Plan The Audiopedia
https://www.youtube.com/watch?v=3m-wYP46TsU
2. Securities and Exchange Board of India (Mutual Funds) Securities and Exchange Board
Regulations, 1996 [Last amended on April 17, 2020] of India (SEBI)
https://www.sebi.gov.in/legal/regulations/mar-2020/securities-and-
exchange-board-of-india-mutual-funds-regulations-1996-last-
amended-on-april-17-2020-_41350.html
3. Know about AMFI: Association of Mutual Funds
1. Introduction in India (AMFI)
2. Objectives
3. Committees
4. Code of Ethics
5. Members
https://www.amfiindia.com/know-about-amfi
C] DATA INSIGHT:
S. No. Resources Weblink
1. Prowess Database https://prowessiq.cmie.com/
2. Ministry of Finance https://finmin.nic.in
3. Technical Analysis https://tradingview.com
4. Money Control https://www.moneycontrol.com
5. Stock Reports / Stock Screeners https://trendlyne.com
6. Stock Exchanges https://www.nseindia.com
https://www.bseindia.com
7. Reserve Bank of India https://www.rbi.org.in
8. Securities and Exchange Board of India https://www.sebi.gov.in
D] OTHER RESOURCES:
S. Resources Weblink
No
.
1. Article(s) Fama, Eugene F., and Kenneth R. French, 1993, ‘‘Common Risk Factors in the Returns
on Stocks and Bonds,’’ Journal of Financial Economics 33, 3–56.
Carhart, Mark M., 1997, ‘‘On Persistence in Mutual Fund Performance,’’ Journal of
Finance 52, 57–82.
2. Report(s) Emerging India in a Multipolar World: Report by Morgan Stanley
https://www.morganstanley.com/im/publication/insights/articles/article_talesaugust2022
india_A4.pdf
How Households Save and Invest: Evidence from NCAER Household Survey
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IBS Hyderabad (Academic Year – 2022-23)
Warren Buffett spots value in this sector but Indian investors ignoring it
https://economictimes.indiatimes.com/markets/stocks/news/warren-buffett-spots-value-
in-this-sector-but-indian-investors-ignoring-it/articleshow/90698389.cms
Morgan Stanley expects 50 bps repo rate hike in next RBI policy meet
https://www.aninews.in/news/business/morgan-stanley-expects-50-bps-repo-rate-hike-
in-next-rbi-policy-meet20220919125551/
Digital Tools:
Software/Packages: MS Office especially MS-Excel/E-Views
Case /Reading
Session
Topic / Key Concepts Learning Outcomes article/ Lecture / Chapters
No.
Activity
Introduction to Portfolio
Management, Necessity of investment
policy, Inputs to a policy statement,
Investment motives or goals (long
term high priority/low priority and Understand the concept of
short-term high priority/low priority portfolio management
goals) Risks in investment, Be aware of investment
Investment constraints, goals and constraints
Risk Profiling
Characteristics of Portfolio, Appreciate the risk and
Activity
Diversification, Risk and Return return characteristics of 1, 4 & 5
1-4
characteristics the asset classes (EGBG)
Demonstration
Asset allocation, Risk Profiling Know the importance of
through Excel
Questionnaires, Utility Analysis – coefficient of correlation
Absolute and Relative Risk Aversion; between the returns of
Risk Tolerance functions different assets in portfolio
Combinations of two risky assets management
revisited (short sales not allowed):
Perfect positive correlation, perfect
negative correlation, zero correlation,
intermediary correlation.
Investment
Construction of minimum
Management at 6, 7 & 9
Minimum Variance Portfolio, variance portfolio with and
Harvard (EGBG)
Efficient Frontier (with and without without short sales
5-8 Management
short sales), Single Index Model, Beta Work on the portfolio
Company (ICMR 7&8
Estimation and Forecasting optimization
Case ID: (RB)
FINC/056)
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IBS Hyderabad (Academic Year – 2022-23)
Publication Year:
2009
Portfolio Revision – Constant Dollar Apply formula plans and
Demonstration
9-10 Value Plan, Constant Ratio Plan, analysis of pros and cons Hand-out
through Excel
Variable Ratio Plan of such plans
Sessions: 1 to 10
Chapters:
11 TEST-1 EGBG - 1,4,5,6,7,9
RB – 7,8
Class Handouts
A Portfolio
Restructuring
Construct an optimal
Dilemma (ICMR
portfolio with and without
Portfolio Optimization - Markowitz Case ID: 11&12
short sales
risk return optimization, Sharpe’s FINC/144) (EGBG)
12-14 Appreciate Lintner’s
optimization, Lintner’s method of Publication Year:
definition of short sales
Short Sales 2018 2 (RB)
Work on risk profiling of
an investor
Demonstration
through Excel
Understand asset pricing
Asset Pricing – CAPM, APT – models 8, 12, 13
Principle of No Arbitrage, Know about how to encash & 16
Equilibrium model, Estimation, the arbitrage opportunities Article(s) (EGBG)
15-17
Comparison with Multi Index model, in case of market Discussion
Fama French 3 factor model, Other disequilibrium 9, 10 &
Portfolio Selection Models Be aware of advanced 13 (RB)
asset pricing models
Berkshire
Hathaway (HBS
Equity Portfolio Management Case ID: 709449)
Strategies – Active v/s Passive Publication Date:
Management Strategies, Index Funds, January 20, 2009
Customized funds, Core & Satellite 27 & 28
Analyze pros and cons of
Portfolios Investment (EGBG)
18-20 various equity portfolio
Passive portfolio management Fables: Exposing
management strategies
Strategy, Style Analysis, Attribution the Myths of 16 (RB)
Analysis, Evaluation of actively "can't Miss"
managed portfolios, Benchmark Investment
based performance evaluation Strategies by
Aswath
Damodaran
Sessions: 12 to 19
Chapters:
21 TEST-2 EGBG – 8,11,12,13,16,27,28
RB – 2, 9,10,13,16
Class Handouts
5
IBS Hyderabad (Academic Year – 2022-23)
Local/National/International Perspective:
6
IBS Hyderabad (Academic Year – 2022-23)
SDG Sensitization:
Plagiarism policy:
Any infringement of copyright/patent/trademark is not appreciated and shall be viewed seriously. The students
are suggested to take proper help/support from the faculty members in this regard. So that they don’t get into
this infringement aspect knowingly/unknowingly.
7
IBS Hyderabad (Academic Year – 2022-23)
The following are the guidelines/instructions to be followed for the project work/report.
1. Each student has to assess their risk/return preferences, investments goals and constraints.
2. Based on the above assessment, each student should choose minimum 3 companies to construct a portfolio.
Please ensure that there is no replication of portfolios.
3. The stock picking can be done by way of replication of any index or based on the buy calls given by stock
brokers or investment analysts. You can also do the company valuation to understand whether the stock is
undervalued/overvalued.
4. Continuously track your portfolio by observing price movements, E-I-C factors and technical analysis for
all the stocks included in the portfolio at different times from November 1, 2022 to January 31, 2023.
5. Track the portfolio performance on a daily basis and act accordingly; which means there could be some
addition/deletion of stocks in the existing portfolio. Note the criterion based on which the decision is taken
so that it is useful for post-hoc analysis. You can maintain an excel sheet for recording all the activities
along with the price, quantity and action details. Your work should be presented in a single excel workbook
including separate worksheets for each stock selected, its tracking information and replaced stock details,
if any.
6. Assess the performance of the portfolio by comparing with benchmark portfolio (Nifty or Sensex or suitable
index) and provide explanations. (You may use different valuation measures such as Sharpe’s Ratio,
Treynor’s Ratio, Sortino’s Ratio, Jensen’s Alpha, Appraisal Ratio, Information Ratio, Fama Decomposition
etc. to assess the portfolio’s performance).
7. You are required to submit 3 reports (6+8+6 marks):
(i) Initial report (By November 26, 2022)
(ii) Interim report (By December 24, 2022)
(iii) Final report (By January 28, 2023)
8. The initial report should include the following. It will be evaluated for 6 marks.
a. Investment Policy Statement
i. Investor Objectives
ii. Investor Constraints
b. Tentative macro asset allocation
9. The interim report should include the following. It will be evaluated for 8 marks.
a. Selection of stocks based on
i. Fundamental Analysis
ii. Technical Analysis
iii. Any other suitable criteria (as suggested above)
b. Construct a minimum variance portfolio
10. The final report should include the evaluation of your designed portfolio against a benchmark portfolio
using various measures. It will be evaluated for 6 marks.
11. All the relevant content has to be submitted in ms-word document and all calculations have to be submitted
in ms-excel workbook. The first page of the ms-word document should provide the details of the Student
Name, Enrolment Number and the Section. Both the files should be named after the student followed by
his/her enrolment number (last four digits in brackets).
12. Parameters for evaluation: Portfolio strategy and construction, Portfolio composition, Portfolio performance
evaluation, Comparison with other similar portfolios along with interpretation and suggestions.
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IBS Hyderabad (Academic Year – 2022-23)
Course Handout
Course Code : SLF1610
Course Title : Project Appraisal and Finance (PAF) Semester: IV
Faculty Name : Dr. Ranajee
Case
/Reading
Session Chapte
Topic Key Concepts Learning Outcomes article/
No. rs
Lecture /
Activity
To explain the students as to how Students will get an overview of
to appraise the project and how project appraisal and financing and its
Introduction project financing is different from importance to corporate.
corporate financing Chapter
1-2
I
Project Cash- To prepare project cash flows and Students will be able to select best 1.MIRR a
flow Estimation project selection criteria out the available projects. better
and Project measure * Chapter
6-7 Selection VIII
Risk Analysis Risk Analysis and Project To understand various risks in Chapter
and Project Selection: Sensitivity Analysis, projects and ways to mitigate risk IX,X
Selection: Scenario Analysis, Ratio Analysis
Sensitivity and Simulation
10-12
Analysis,
Scenario
Analysis, Ratio
Analysis and
Simulation
Project Finance: To explain how project fiancé can To understand how what is project
Introduction, be used and how it is different finance and how corporate risk can
Project Finance from corporate finance be mitigated using project finance
Chapter
18-20 v/s Corporate
Finance, Use of II
project Finance
Project Finance Project Finance in Emerging Students will understand the current
in Emerging markets scenario Chapter
28-30 markets III
Page 2 of 3
IBS Hyderabad (Academic Year – 2022-23)
Expectations from Students
a. Students must report to the respective sessions well before the announced time. Latecomers will not
be permitted to join the class after the scheduled time. If late, the attendance for that session will be
marked as absent.
b. Read the Case Study / material well prior to the class discussion. He/she is also expected to read the
chapter indicated in the course plan as the faculty directs.
c. In the class discussion student is expected to participate actively and contribute to individual and group
learning. Evaluation is based on active participation.
Evaluation Timelines
Keeping in line with continuous evaluation at IBS the following evaluation schedule has been drawn.
Students are expected to go through the dates / sessions mentioned and prepare accordingly.
Page 3 of 3
Strategic Financial Management (SFM)
MBA (Academic Year – 2022-24), Semester-IV
IBS Hyderabad
Course Handout
1|P a g e
Strategic Financial Management (SFM)
MBA (Academic Year – 2022-24), Semester-IV
IBS Hyderabad
Course Description:
The role of CFO has gained importance ever since the business world has become Volatile, Uncertain, Complex and Ambiguous. Every major strategic
decision that is taken in an business entity has concurrence and support of a CFO. This is ample proof that finance decisions are not only operational. The
“Value Mentor” is the role of CFO now than a “Bean Counter” or a “Finance Controller”. This course strongly builds on the prior knowledge of the
participants in the fundamental course on Financial Management and select finance elective courses. Participants, who are exposed to a course on
Corporate Strategy, appreciate this course better. This course is an attempt to give the participants the strategic flavor of finance function, by highlighting
the importance of a CFO in Implementing Strategy, Nudging Performance, and Providing Flexibility.
Course Objectives:
To introduce to the linkages of Corporate Finance Functions with other Corporate Functions
To reinforce certain essential concepts and frameworks of Corporate Strategy and Value Drivers
To develop the capability to differentiate a Strategic Finance Decision from an Operating Finance Decision
To impart the skill of applying popular models, frameworks and tools of Strategic Financial Analysis
To sensitise that Strategic Finance Decisions need multi-dimensional optimization
To inculcate the core philosophies viz., “Financing for Value” and “Finance for Growth”
2|P a g e
Strategic Financial Management (SFM)
MBA (Academic Year – 2022-24), Semester-IV
IBS Hyderabad
Course Outline:
3|P a g e
Strategic Financial Management (SFM)
MBA (Academic Year – 2022-24), Semester-IV
IBS Hyderabad
4|P a g e
Strategic Financial Management (SFM)
MBA (Academic Year – 2022-24), Semester-IV
IBS Hyderabad
Evaluation Timelines
Keeping in line with continuous evaluation at IBS the following evaluation schedule has been drawn. Students are expected to go through the dates / sessions
mentioned and prepare accordingly.
5|P a g e
Strategic Financial Management (SFM)
MBA (Academic Year – 2022-24), Semester-IV
IBS Hyderabad
*Project work will begin after the Test-2 and will run along with scheduled sessions, making scope for continuous learning and feedback. It will require
students to work on real world strategic financial management problems and developing solutions for raising capital and maximizing value for
shareholders, and will have flavors of companies in manufacturing and services industries.
Components of the Project work and their respective weightage are as follows:
6|P a g e
IBS Hyderabad (Academic Year – 2021-23)
Course Handout
Program : MBA
Course Code : SLBK601
Course Title : Risk Management in Banks Semester: IV
Faculty Name : Dr Kaushik Bhattacharjee
Room No : E006(-1)
Consultation Hours : Monday 4.30PM-5.30PM
Mobile No : 9849252843
Email : kaushik@ibsindia.org
Course Description: Banks accept deposits from public for the purpose of lending and investment.
The deposits so collected from public are to be invariably repaid to the customer on demand together
with interest if any, but the realization of assets created out of deposits/ borrowings is fraught with
several risks. The course covers in details the different types of risks faced by banks in lending and
investment of funds like credit, market, operational, liquidity and interest rate risks. A student at the
end of the course will be able to understand and appreciate the due diligence to be exercised by a
bank in conducting business.
Course Objectives: Provide comprehensive understanding of the various types of credit, market and
operational risks faced by the banks and their quantification.
• Analyze Asset Liability Management (ALM) satements to explain Interest Rate Risk (IRR)
and Liquidity risk.
• Illustrate management of risk through application of financial derivatives and Value at
Risk(VaR)
• Sketch the regulatory mechanism to control risks in Banks.
• Estimate capital requirements of a Bank, by applying Internal rating models.
Course Learning Outcomes: Upon completion of this course, students are expected to:
1. Identify different types of risks in banks, measure and price them
2. Apply different types of risk management techniques such as application of VaR and
derivatives to manage risk.
3. Evaluate the management practices and process for risk management in Banks.
Recommended Textbook:
Risk Management in Bank, IUP Publication, 2020 edition
Evaluation Timelines
Keeping in line with continuous evaluation at IBS the following evaluation schedule has been
drawn. Students are expected to go through the dates / sessions mentioned and prepare
accordingly.
Course Description:
Treasury operations are complex and usually sophisticated; a treasurer requires to appreciate the intricacies
and interdependences of various players, intermediaries, and regulators across various markets in order to make prudent and wise
financial and investment decisions. While making these decisions, the treasurer’s require to comprehend various
organizational risks and adopt appropriate risk management practices to mitigate them. Topics include the
scope and functions of the treasury, integrated treasury, asset liability management, foreign exchange
management, and financial system with a focus on the money market and cash management.
Course Objectives:
The course is designed to –
To develop an understanding of the role of treasury for corporate and financial Institutions
To make the students appreciate the foreign exchange and money markets and the instruments in each
of the markets
To help students appreciate the role of risk management in financial services companies and for
corporates
To help student understand the role of control in treasury department
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IBS Hyderabad (Academic Year 2022-23)
Course Learning Program Outcomes (PO) Pedagogy Assessment
Outcomes (CLO)
CLO-1 PO-8, PO-9 Lecture, Excel Workbooks Quizzes, Assignments
CLO-2 PO-1, PO-2, PO-3, PO-11 Lecture, Case Method, Case Analysis
Excel Workbooks
CLO-3 PO-1, PO-2, PO-5, PO-6, Case Method, Excel Project Report &
PO-10, PO-12 Workbooks, Data Based Presentations
Insight
CLO-4 PO-8, PO-9, PO-10, PO- Case Method, Excel Problem Solving, Live
11. Workbooks, Practice Projects
Insight Videos
Digital Resources:
A] ACADEMIC/NPTEL/SWAYAM:
S. No. Course Title & Link Proposed by
(Proessor/Institute)
1. Treasury Management Certification
https://www.nism.ac.in/certifications/ Examination
2. Introduction to Treasury Management SSN Murthy
https://www.youtube.com/watch?v=YM-YPBc0W3I IIBF
B] INDUSTRY INSIGHT:
S. No. YouTube Video Title & Link Speaker/Event/Organization
1. Monetary Policy Statement 2022 Governor, RBI
https://www.youtube.com/watch?v=NyWxYFe8slU
2. Banking Trends on Banking & Treasury Speeches & Interviews
https://www.rbi.org.in/Scripts/BS_ViewSpeeches.aspx
C] DATA INSIGHT:
S. No. Resources Weblink
1 Reserve Bank of India. ( Statistical tables Rbi.org.in
relating to banks
2 Prowess Database https://prowessiq.cmie.com/
3 Indian Institute of banking & finance http://www.iibf.org.in/
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IBS Hyderabad (Academic Year 2022-23)
D] OTHER RESOURCES:
S. No. Resources Weblinks
1. Bank Quest (Articles) http://www.iibf.org.in/
2. RBI Annual Report http://www.Rbi.org.in
3. Trends & Progress in banking http://www.Rbi.org.in
4. RBI Master Circulars / Directions http://www.Rbi.org.in
Digital Tools:
Software/Packages: MS Office especially MS-Excel (whichever is applicable)
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IBS Hyderabad (Academic Year 2022-23)
10-11 Integrated Treasury Role of Front, mid and back office Securities Trading: 8,11
operations Front, Middle and
Know the structure and Organization of back Office. HBS
Integrated Treasury case ( 9 – 110-070)
Understand the need and role and
functions of Integrated Treasury.
12 Monetary & Credit Describe the influence of Monetary Necessity and 9
Policy policy on Money Markets, and the recent Invention: Monetary
developments in the Monetary and Policy Innovation and
Credit Policy. Subprime Crisis
(HBS-9-709-041)
13 TEST I MCQ Test covering topics covered in 1-12 sessions Weightage: 20
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IBS Hyderabad (Academic Year 2022-23)
26 -27 Forex Hedging Understand foreign exchange 4,7
applying derivatives exposures. Formulate different
hedging strategies affecting
exchange rate movements
Understand Currency Arbitrage
Get to know history and exchange
systems in the world
Exchange for casting – PPP, IRP
28-29 Investment Portfolio of Understand the components of
Bank Investment Portfolio
Understand the Investment portfolio
of Banks- RBI Guidelines;
Investment Management
The relevance of Components of
Bank’s Investment Policy
Investment management strategies
Valuation of Investment Portfolio –
Models of Investment
30-31 Internal Treasury Understand the structure and Introduction to 12
Control Organization of Treasury; internal Control
Accounting and control; Process (9 – 105 –
Understand the Various Measures of 040)
Control
Insight into Information systems and
Reporting Standards; Measuring
Treasury Performance
32 Treasury Risk Understand the interest risk 10
Management management and Credit risk
Management in Treasury /ALM
context.
33 Best Practices in Conversant with the best practices 13
Treasury Management of Treasury management in India
Latest Trends in and abroad.
Treasury Management Become aware of the reports on
Treasury by different Research
organizations
Local/National/International Perspective:
SDG Sensitization:
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IBS Hyderabad (Academic Year 2022-23)
Plagiarism policy:
Any infringement of copyright/patent/trademark is not appreciated and shall be viewed seriously. The students are
suggested to take proper help/support from the faculty members in this regard. So that students don’t get into this
infringement aspect either knowingly/unknowingly.