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Equity Portfolio Management Online and Classroom Course

By: TSI Limited

Ogun State, Nigeria

10 - 12 Sep, 2025  3 days

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NGN 250,000

Venue: 4, Akinpelu Street, Lagos - Ibadan Express Road, Behind ENYO Petrol, Ibafo Bus stop, Ibafo, Ogun State. Online and Class room

This training course covers all the aspects of the management of a long only equity portfolio from benchmark selection to risk assessment and performance evaluation, including the equity selection phase (through stock picking or data mining)

Learning Objective:

At the end of this session, participants will be able to:

  • Define portfolio management and bench marking;
  • Select and construct portfolios of investment;
  • Diversify risks;
  • Evaluate portfolio performance

Course Outline

  • Portfolio management theory
  • The Markowitz model and mean-variance analysis
  • Capital Asset Pricing Theory (CAPT)
  • Multiple factor analysis and the BARRA model
  • Industry diversification and geographical diversification
  • Definition of a management style and benchmark selection
  • Management style: value versus growth, large cap versus small cap, etc.
  • Introduction to the Fidelity and Morning Star matrices
  • Benchmark selection : characteristics of a good benchmark
  • Equity selection : filtering through statistics, financial analysis, and conviction
  • Definition and follow-up of the tracking error
  • Analyzing the risk factor of an equity portfolio
  • Assessment of the Value At Risk (VaR) of an equity portfolio
  • Risk indicators : Sharpe ratio, Treynor ratio, Jensen's (alpha) evaluation
  • Hedging strategies : forex risk, market risk
  • Performance attribution and GIPS format reporting
  • Fama evaluations: selectivity, diversification
  • Performance attribution: selection effect and allocation effect, market timing
  • Performance reporting : introduction to the GIPS standards

Course Booking

Please use the “book now” or “inquire” buttons on this page to either book your space or make further enquiries.

4, Akinpelu Street, Lagos - Ibadan Express Road, Behind ENYO Petrol, Ibafo Bus stop, Ibafo, Ogun State. Online and Class room Sep 10 - 12 Sep, 2025
NGN 250,000.00
(Convert Currency)

Prof. Richard Mayungbe +1-646-202-8832, 08033467639, 08023019508

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