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  1. Equities Investment: Foundation and Evaluation Course

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  • Course outline
  • Core modules
Course outline

Course outline

This course blends technical knowledge with practical application using excel exercises, contemporary case studies and simulations to provide participants with a broad overview of equity investing, framed by our most recent market outlook. Delegates will benefit from in-depth interaction with portfolio managers and traders across our equity strategies, addressing different techniques to build and diversify equity portfolios.

Delegates will participate in an equity portfolio management simulation based on real-world case studies, as well as a team challenge culminating in a presentation to a panel of peers and J.P. Morgan Asset Management ​(JPMAM) experts, all providing attendees with the opportunity to put skills learnt into practice and receive real-time feedback.

This program will be eligible for CPD credits.

course-outline
Core modules

Core modules

  • Overview of equity investment management

  • Introduction to equity research

  • Equity management approaches

  • Valuing equities: key metrics

  • The case for investing in equities

  • Making an investment decision

  • Integration of ESG to the equity management process

  • Equity portfolio management in practice

  • Thematic investing

Core-modules

Additional resources

Global Equity Views

Themes and implications from the Global Equity Investors Quarterly

Read more

Equity Insights

We highlight themes and implications from our equity team to help guide your portfolio decisions.

Read more

Guide to the Markets

The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs.

Read more

Available courses

Delve into the challenges that shape the investment management industry with our dedicated courses.

Contact us

Contact your local J.P. Morgan Asset Management representative to find out more about our Investment Academy offering.

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