Course outline

This course blends technical knowledge with practical application, using Excel exercises, case studies and simulations to provide an overview of equity investing, framed by our market outlook. It also covers asset allocation as it applies to equities — positioning equities in a multi‑asset context, sizing active risk and integrating cross‑asset views.

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, all providing attendees with the opportunity to put skills learnt into practice and receive real‑time feedback. They will also meet our Multi‑Asset Solutions (MAS) team to explore long‑term capital market assumptions, risk budgeting and research‑driven frameworks for style, sector and regional tilts, overlays and rebalancing.

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

• ESG integration

• Developments in asset allocation

• Performance evaluation

• Manager selection and due diligence

• Long-Term Capital Market Assumptions

• Equity portfolio management in practise

• Thematic investing

• Python and Excel applications