Equity Portfolio Structuring & Stock Selection….. Integrating Intellect with Instinct
This is a Two Day Intensive Programme to address a pressing demand for equipping those seriously interested in Equity with Knowledge of Fundamentals to add Value to their Roles, blending theory with application & academics with action…..and integrating Intellect with Instinct
Coverage includes Five Fundamental Modules of
- Overview of the Global and Indian Economy
- Market Dynamics for Equity
- Time Value of Money & Valuation
- Security Analysis and Portfolio Management
- Adding Value to Client Relationships.
Valuation will cover both traditional & contemporary techniques over all the three basis of assets, earnings and market value. Computation of stock and portfolio beta, cost of equity, weighted average cost of capital, hedging the portfolio using derivatives strategies too will be covered.
Investor Mistakes and Logical Thinking Situations will be played out
Security Analysis & Portfolio Management Process will involve Risk and Return Definitions, Measurement and Trade-off and Asset Allocation, Investment Strategy and Optimal portfolio construction, measurement, review and rebalancing after assessing the risk profile of the Investor.