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New York Institute of Finance

Equity Portfolio Management

Sep 24, 2019
New York, New York, United States
USD 1019
USD 1019 per day

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Description

Develop core competencies in portfolio management, including portfolio construction and performance measurement.

This course is a component of the Portfolio Management Professional Certificate.

Prerequisite knowledge:

  • Intermediate MS Excel skills
  • Basic probablility and statistics
  • Familiarity with equity valuation concepts

CURRICULUM

Day 1

MODULE 1: REVIEW OF EQUITY VALUATION TECHNIQUES

  • Importance and quality of earnings
  • Present value models
  • Multiples based valuation
  • Asset-based valuation models
  • Industry and company analysis

MODULE 2: EQUITY STRATEGIES: FROM STOCK PICKING TO PORTFOLIO MANAGEMENT

  • Structuring an equity portfolio
  • Use of indexes
  • Translating information into investment ideas
  • Hedging with options
  • Short selling
  • Growth strategies
  • Value strategies
  • Blended strategies

MODULE 3: MODERN PORTFOLIO THEORY

  • Systematic vs. Idiosyncratic Risk
  • Diversification
  • Deriving beta

** WHAT YOU'LL LEARN**

  • Develop hands-on strategies for stock selection
  • Understand the risk and return chracteristcs of a number of equity strategies
  • Learn how to measure portfolio performance
  • Learn portfolio performance attribution techniques

Who should attend

  • Portfolio managers and support personnel
  • wealth managers
  • investors and financial advisors.