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, 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.
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
- Python and Excel applications
Available courses
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Contact us
Contact your local J.P. Morgan Asset Management representative to find out more about our Investment Academy offering.