Equity Portfolio Management

New York Institute of Finance

How long?

  • 1 day
  • in person, online

What are the topics?

New York Institute of Finance

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Full disclaimer.

Who should attend

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

About the course

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

Equity Portfolio Management at New York Institute of Finance

From  $917

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Disclaimer

Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.

We are happy to help you find a suitable online alternative.