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
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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.
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