Managing Equity Portfolio

Course Methodology

This course utilizes presentations with abundant opportunities for collective exercises and discussions of the topics raised. Modeling tools in Excel will also be offered to participants and several case studies and research material will be provided.

Course Objectives

By the end of the course, participants will be able to:

• Demonstrate a deep understanding of equities as an asset class
• Determine the “fair value” of equities through analyzing the different models that have been used for deriving corporate valuations
• Apply analytical skills to the value of fundamental analysis of corporate performance and equity valuation using financial statements
• Recognize the key principles and lessons from different styles of asset allocation and portfolio management, including innovative approaches following the 2007/8 financial crisis
• Demonstrate competence with equity-based derivatives and know how to benefit from their use as hedging tools
  
  
  

Target Audience

The course is ideal for those who are engaged in both the buy side and sell side of asset management and trading, and who wish to expand and refine their knowledge of global equities, the markets/platforms upon which they are traded and techniques for portfolio construction and management.  It is also highly useful for fund managers whose mandate entails a significant risk exposure to emerging market equities.

Target Competencies

•  Analytical Skills
•  Portfolio Management
•  Asset Allocation
•  Portfolio Construction