Compare courses
Register
New York Institute of Finance

Equity Portfolio Management

Add course to comparison

Next dates

Sep 24
New York, New York, United States
USD 815
USD 815 per day

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.