Industry Transformation Initiative

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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
    • Design, implement and evaluate investment proposals to meet client's financial goals
     
  • Programme Outline

    PM01 – Portfolio Management: Designing an Equity Strategy
    8:30am Registration
    9:00am Understanding Portfolio Management Process
    • Overview of asset classes (debt, equity, cast etc.)
    • Equity asset classes
    10:15am Coffee Break
    10:30am Asset Allocation in Portfolio Construction
    • Create and manage equity asset classes
    • Equity portfolio construction
    • Total returns approach: An appreciation for dividends
    12:30pm Lunch
    2:00pm Securities Selection in Portfolio Construction
    • Dividends: Pros and cons - global approach
    • Categories and characteristics of asset classes
    • Investigating investing styles
    3:15pm Coffee Break
    3:30pm Enhancing Portfolios Returns
    • Managing different asset classes (equity, debt etc.)
    • Hedging using derivatives
    • Case study
    5:00pm Question and Answers Sessions
    5:15pm End of Programme
  • Programme Fees

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