Equity Portfolio Management (NYIF)

Colleagues, in the “Equity Portfolio Management” you will develop core competencies in portfolio management, including portfolio construction and performance measurement, while earning 7 CPE Credits. Acquire desk-ready skills including: Develop hands-on strategies for stock selection, Understand the risk and return characteristics of a number of equity strategies, Measure portfolio performance, Learn portfolio performance attribution techniques, and Structuring an equity portfolio. Skill-based training modules address: 1) Review of Equity Valuation Techniques -  Importance and quality of earnings, Present value models, Multiples based valuation, Asset-based valuation models, and Industry and company analysis; 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; 3) Modern Portfolio Theory - Systematic vs. Idiosyncratic Risk, Diversification, Deriving beta, and Performance measurement and attribution.

Enroll today - teams and executives are welcome: https://tinyurl.com/np4rs2m4

Much career success, Financial Certification Academy (kindly subscribe and share with your peers)