Equity Portfolio Management

New York Institute of Finance

ITEM ASMA0101

17 Sep 2024 - 17 Sep 2024

09:00 AM - 04:30 PM

$1,019.00

group

In-person (NY Campus)

update

1

language

English

school

Professional

17 Sep 2024 - 27 Sep 2024

09:00 AM - 04:30 PM

$1,019.00

videocam

Virtual (Full-time)

update

1

language

English

school

Professional


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17

Equity Portfolio Management

Develop core competencies in portfolio management, including portfolio construction and performance measurement.

CPE Credits: 7

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

Learn now pay later with

To make it even easier to learn, you can finance your program through Affirm.

Loans offered through Affirm are available in the U.S. and Canada.

  • Easy monthly payments

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  • Flexible payments

    Pay your monthly bill using a bank transfer, check, or debit card.

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
  • Performance measurement and attribution
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Equity Portfolio Management

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$1,019.00

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