Equity Management

Indices and index funds
  • Description of leading indices
  • Replication techniques
  • Sources of added-value
  • New groups of indices
  • Practical workshop
  • Managing an index plus fund
Financial analysis
  • Qualitative approach
  • Quantitative approach
  • Balance sheet
  • Income statement
  • Cash flows
  • Main ratios
Valuation and valuation ratios
  • Dividend cash flows
  • Price/Earnings and dilution
  • Price/Book and accounting standards
  • New growth ratios
  • Practical workshop
  • Applying dividend discount models and estimating long-term growth rates
International allocation
  • Politics, economics and markets
  • Developed and emerging markets
  • Foreign exchange risk
  • Practical workshop
  • Managing foreign exchange risk
Sector allocation
  • Economic analysis
  • Sectors and industries
  • Themes
  • Style rotation
  • Practical workshop
  • Structuring portfolios on the basis of economic scenarios
Growth approach
  • Definition and indices
  • Filtering and technical analysis
  • Technology stocks
  • Primary market allocations
  • Practical workshop
  • Valuing a growth stock
Portfolio management and execution techniques
  • How and when to use options in managing an equity book: buying/selling call/put options
  • How and when to use convertible bonds?
  • Plain vanilla structured products and their use: capped bonus, reverse convertibles, leveraged products (CFD, turbo)
  • How to use macro hedging according to market correlations (FX, commodities)?
  • Legal framework: structure of funds allowing these strategies

  • Understand sources of added-value in equity management
  • Analyse a company's financial reports
  • Select a valuation method
  • Determine a sector or international allocation based on a scenario
  • Understand value and growth processes
  • Draw up an operational strategy
  • Develop an equity management process
  • Full presentation of equity management methods
  • Company valuation exercises
  • Illustration of models and theories using practical applications to develop the ability to summarise and judge participants
  • Portfolio managers
  • Financial analysts
  • Institutional investors
  • Financial investment advisors
  • Client relationship managers
  • Equity sales staff
  • Investor relationship managers
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