Equity Portfolio Management


Detailed Course Agenda

Click for a detailed PDF of the course content.pdf

Brief Course Overview

Equity Portfolio Management is a multi-billion Dollar industry and has a major impact on the financial markets. The focus of the course is to give delegates a detailed insight into the equity portfolio management and cut through all the jargon at the intermediate to advanced level.

The course starts by looking at Investment management in general and covers all the key aspects of portfolio management! We discuss the details of funds including:

  • Types of funds including CIS and institutional funds.
  • Structure of the fund including:
    • The administrator.
    • The investment manager.
    • The trustee and the role of the trustee.
    • The mandate etc.
  • Passive versus Active strategies.
  • Local & Global Indices and how they work.
  • Tracking the index.
  • Equity style management.
  • Alpha, BETA and Factors.
  • Understanding and calculating return.
  • Understanding and calculating risk.
  • Variance and volatility (standard deviation).
  • Correlations & covariance.
  • Traditional Equity portfolio management.
  • Factor models and spreads.
  • Behavioural Finance and its impact on portfolio management.
  • Tracking error and Information ratio etc.
  • The Fundamental law of active management.
  • Explanation of performance contribution versus performance attribution.

Please refer to the pdf agenda attached for more info. You are welcome to customise the agenda for on-site training.


Price: R9500* + vat per person

*Please contact us for a firm price as we offer discounts for regular clients, long term contracts and large delegations. All prices below refer to on-site / in-house training (i.e. at your premises) in the major cities in South Africa. The minimum number of delegates is 8. This price is valid up to 2019/02/10.

Please contact us for a firm quote.

We also offer training outside of South Africa, again please contact us for a firm quote.