Global Learning for Operational Leaders
Professional training course
Managing Equity Portfolios
This course is specifically designed to cover the key elements of portfolio construction for equities and equity-related... The outline covers Overview of Equities as an Asset Class, Characteristics of ordinary, bearer a...
Introduction
Course overview
Why Attend
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 Methodology
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.
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 through 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
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
What you will achieve
Learning objectives
- Demonstrate a deep understanding of equities as an asset class
- Determine the “fair value” of equities through 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
Who should attend
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
Methodology
Learning approach
- 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.
Course content
Course outline and key learning areas
Module 1
Overview of Equities as an Asset Class
- How does equity ownership compare to other financial claims?
- Position of equity vis à vis other elements in corporate capital structure
- Review of equity capital from an accounting perspective
Module 2
Characteristics of ordinary, bearer and registered shares
- Cumulative, participating, and convertible preference shares
- Ranking for dividends and liquidation
- Overview of the primary issuance of Equity Securities
Module 3
Equity Markets and Trade Execution
- Order driven/quote driven platforms
- Warrants and Covered warrants
- Contracts for Difference (CFD’s)
- Overview of equity based collective investment vehicles
Module 4
Primary Issuance, Clearing, Custody and Trading Of Equity Securities
- Listing securities – the regulatory framework, investor disclosures
- Structure and stages of an initial public offering (IPO)
Module 5
Alternative routes for going public - direct listings, SPAC's
- Role of intermediaries, book building, pricing
- Benefits for the issuer and investors
- Underwritten versus best efforts
- Oversubscribed issues and greenshoe options
- Role of exchanges in providing secondary market facilities, platforms
- Alternative Trading Venues
- Multilateral Trading Facilities and dark pools
- The meaning of ‘books closed’, ‘ex-div’ and ‘cum div’, cum, special ex, special cum, and ex rights
- Explanation of the nature and objectives of High Frequency Trading (HFT)
- Principles of Delivery versus Payment (DVP) and Free Delivery
FAQ
Frequently asked questions
What does Managing Equity Portfolios cover?
This course covers Accounting and Finance through a structured five-day outline focused on practical application, discussion, and implementation planning.
When is the next available session?
The next scheduled session starts on 15 - 19 June 2026, with additional classroom dates and mirrored Online / Live options listed in the course schedules section.
Who should attend this course?
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
How can I register for a session?
Use any Register button next to the available course dates to open the participant registration page and submit your booking request for the selected session.
Is this course available online as well as classroom-based?
Yes. The course detail page includes both classroom sessions and Online / Live sessions, with online options aligned to the same course dates for easier planning.
Where are classroom sessions delivered?
Current classroom venues include Barcelona, Rome, Munich, Amsterdam, London, Istanbul, Vienna.
Still Have Questions?
Contact the academy team for course details, delivery options, and delegate guidance.
Related training courses
Continue building your improvement capability
Quick request
Send quick request
Send a fast enquiry about this course and the academy team will get back to you.