Industry Transformation Initiative

PM01 – Portfolio Management:  Designing an Equity Strategy

PM01 – Portfolio Management:  Designing an Equity Strategy

Duration: 1 Day
Accreditation: SIDC CPE-approved: 10 CPE points

This course is designed to enable participants to acquire working skills to design appropriate equity strategies and construct a performance-enhanced client portfolio.

Who Should Attend

  • Dealers’ Representatives
  • Futures Brokers’ Representatives
  • Fund Managers’ Representatives
  • Investment Representatives
  • Financial Planners
  • Futures Fund Managers’ Representatives
  • Futures Trading Advisers’ Representatives
  • New entrants to the capital market

  • Programme Delivery

    Learning Outcomes

    Upon completion of this programme, participants will be able to:

    • Identify equity strategies that can be included in a client’s portfolio
    • Construct a practical and performance-enhanced client portfolio
    • Assess risk management tools to better diversify client’s risks
  • Programme Outline

    PM01 – Portfolio Management: Designing an Equity Strategy
    0830am - 0900am Registration
    0900am - 0910am Welcome remarks and introduction to the course
    0910am - 0940am Session I:
    • Overview of asset classes (debt, equity, cash etc.)
    • Equity asset classes
    0940am - 1000am Morning refreshments
    1000am - 1050am Case Study 1
    1050am - 1100am Break
    1100am - 1130am Session II:
    • Create and manage equity asset classes
    • Equity portfolio construction
    • Take the total return approach: An appreciation for dividends
    1130am - 1220pm Case Study 2
    1220pm - 1250pm Session III:
    • Dividends: Pros and cons – global approach
    • Categories and characteristics of asset classes
    • Investigating investing styles
    1250pm - 0200pm Lunch
    0200pm - 0250pm Case Study 3
    0250pm - 0320pm Session IV:
    • Managing different asset classes (equity, debt, etc.)
    • Use of leverage and arbitrage to enchance investment performance
    • Growth vs. Value approach
    0320pm - 0340pm Afternoon refreshments
    0340pm - 0430pm Case Study 4
    0430pm - 0500pm Q&A
    0500pm - 0530pm Debrief & programme wrap-up
  • Programme Fees

    Venue Fees (RM) + 6% GST
    Klang Valley (KL & Selangor) 265
    Rest of Malaysia 318