Global Learning for Operational Leaders
Classroom
14 sessions
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Online / Live
14 sessions
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Introduction
Course overview
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.
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.
Complete course outline
Course outline and key learning areas
The timings provided are estimates and may vary depending on the number of participants and the discussions taking place during the sessions. They are indicative only and do not constitute a binding commitment.
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
- International Central Securities Depositories (ICSD)
- Examination of the role of Custodians/Nominees
- Purpose, requirements and implications of securities lending SBLI’s
- Short selling, collateral management, re-hypothecation etc.
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 9 - 13 November 2026. See the course schedules section for the available dates and delivery formats.
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
Is bilingual course delivery available?
Yes. All course materials and presentations are provided in English, while bilingual explanation and discussion support may be available depending on the selected location and trainer availability. For example, when attending a course in Istanbul, you may request a Turkish-speaking trainer to explain the English course content in Turkish. Arabic explanation support may also be requested at this location. Other languages are available in selected cities. You can choose your preferred language support as an optional preference during registration.
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?
Check the course schedules section for currently published classroom and Online / Live sessions.
Where are classroom sessions delivered?
Current classroom venues include Istanbul, Vienna, Barcelona, Rome, Munich, Amsterdam, London.
How long is the training programme?
The programme runs for five days, with up to five training hours per day, from 9:00 AM to 2:00 PM. Each programme includes a total of 25 training hours.
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