Managing Equity Portfolios

This course is specifically designed to cover the key elements of portfolio construction for equities and equity-related products.  It includes an analysis of the relative suitability of the wide variety of equity instruments available for investors with various risk appetites and investment horizons.

A core focus of the course is a comprehensive review of the different kinds of strategic and tactical allocation strategies, returns forecasting, and portfolio optimization approaches. In addition, there is an emphasis on performance attribution and numerous real-world examples of how risk management and hedging techniques can be applied to equity portfolios.

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 by 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

Course Methodology

This highly interactive course includes trainer presentations, group activities, working in pairs, individual exercises, discussions, reflection, quizzes, and case studies. Participants will have the opportunity to discuss their challenges and share good practice.

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

Course Inclusions:

  • Comprehensive learning materials incl. exercise files
  • Post course telephone support
  • ‘Certificate of Attendance’ on completion of the course
  • Light lunch

Deal: 5% discount for two to four participants and 10% discount for 5 and above participants. We also offer virtual learning on WhatsApp and Zoom. Contact us for details.

Training Details

Duration

4-day

Time

10 am – 4 pm daily

Fee

N145,000 per participant.

Acct Name

Adoney Associates Limited

Acct No

4110014604 (Polaris Bank)

Venue

Lagos

Date

Batch A: Sept 27- 30, 2021,  Nov 15-18, 2021

Batch B: March 21- 24, 2022,  May 9-12, 2022.

More details

Call: 08023660697, Call/WhatsApp:  07046181186
Email:adoneyassociates@gmail.com, info@adoneyasociates.com