Managing Equity Portfolios

Introduction:

Portfolio management is a tough business. Each day, managers face the challenges of an ever-changing and unforgiving market, where strategies and processes that worked yesterday may not work today, or tomorrow.
The usual advice for improving portfolio performance—refining your strategy, staying within your style, doing better research, trading more efficiently—is important, but doesn’t seem to affect outcomes sufficiently.
This Course, by an experienced advisor to institutional money managers, goes beyond conventional thinking to offer a new analytic framework that enables investors to improve their performance confidently, deliberately, and simply, by applying the principles of behavioural finance.

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 analysing 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
• Develop hands-on strategies for stock selection and various equity valuation methods. Use a modelling approach to reach a valuation for a company, as well as some of today’s prominent companies.
• Consider appropriate risks with achieving investment goals for equity investors with varying time horizons and portfolio objectives