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.
This course utilizes presentations with abundant opportunities for collective exercises and discussions of the topics raised. Modelling tools in Excel will also be offered to participants and several case studies and research material will be provided.
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.