Advanced Financial Analysis and Forecasting with Excel
02/11/2024Electric Vehicles (EVs) and Charging Infrastructure
03/11/2024Advanced Equity Portfolio Management and Strategic Investment Analysis
£7,000.00
Overview:
This program provides advanced training in equity portfolio management, focusing on modern investment strategies, alternative data sources, and the integration of ESG considerations. Participants will learn how to navigate today’s dynamic financial landscape, enhance their analytical skills, and communicate insights effectively for strategic decision-making.
Program Objectives:
At the end of this program, participants will be able to:
- Apply modern valuation methods to assess the "fair value" of stocks and employ factor investing techniques.
- Evaluate fundamental corporate performance through financial analysis and assess equity portfolios with advanced analytics.
- Develop skills in sustainable investing and understand the impact of ESG considerations.
- Implement advanced risk management and forecasting techniques for diverse market scenarios.
- Communicate portfolio insights effectively to stakeholders, supporting informed strategic decisions.
Target Audience:
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Investment professionals, financial advisors, portfolio managers, institutional investors, and other professionals seeking to deepen their expertise in equity portfolio management.
Program Outline:
Day 1: Equities Fundamentals and Emerging Strategies
- Overview of equity ownership and its role in corporate capital structure.
- Analysis of primary issuance, trade execution, and investment vehicles.
- Introduction to alternative data in equity analysis, including sentiment and social media data.
Day 2: Issuance and Trading Mechanisms
- Understanding IPOs, SPACs, and regulatory frameworks for primary and secondary markets.
- Exploring the influence of high-frequency trading, market structures, and transparency.
- Case studies on the influence of global economic events on equity markets.
Day 3: Global Equity Markets and Risk Factors
- Examination of major global exchanges, indices, and classifications (MSCI, FTSE).
- Analysis of macroeconomic and geopolitical influences on global equities.
- Discussion on the role of central banks, emerging market challenges, and hedging exotic currencies.
Day 4: Financial Analysis and Corporate Actions
- Deep dive into balance sheet, income statement, and cash flow analysis.
- Financial ratios and analysis of corporate actions like dividends and rights issues.
- Practical application: Case studies on the impact of corporate actions on portfolios.
Day 5: Corporate Valuation Techniques
- Applying DCF, WACC, and other valuation models for high-growth and sustainable businesses.
- Risk adjustment and valuation forecasting based on behavioral finance insights.
- Practical workshop: Building and analyzing valuation models with Excel/Python.
Day 6: ESG and Sustainable Investment Strategies
- Discussion on ESG factors and their risks and opportunities in investment performance.
- Analysis of impact metrics and practical applications for ESG investment.
- Case studies and workshops on ESG portfolio construction.
Day 7: Factor Investing and Smart Beta Strategies
- Introduction to factor investing and smart beta ETFs.
- Analysis of momentum, quality, and volatility factors in asset allocation.
- Evaluating the effectiveness of smart beta strategies.
Day 8: Risk Budgeting and Advanced Analytics
- Introduction to risk premia and statistical models for risk tracking.
- Value at risk, expected shortfall, and extreme value theory for portfolio risk management.
- Practical session: Risk modeling using advanced Excel and Python.
Day 9: Equity Portfolio Performance and Communication
- Best practices for summarizing and communicating portfolio insights.
- Techniques for data visualization and reporting.
- Final project: Preparing a comprehensive equity portfolio report.
Day 10: Techniques for Forecasting Expected Returns
- Exploration of forecasting techniques: contrarian indicators, mean reversion, and sentiment analysis.
- Identifying key risk factors and understanding asset price drivers through behavioral insights.
- Application project: Building a forecasting model for expected returns.