CONSTRUCTING AND MANAGING EQUITY PORTFOLIOS
“Strategies for Building High-Performance Equity Portfolios in Dynamic Markets”
Course Schedule
| Date | Venue | Fees (Face-to-Face) |
|---|---|---|
| 17 – 21 Nov 2025 | Dubai – UAE | USD 3495 per delegate |
Course Introduction
In today’s complex and rapidly evolving capital markets, equity portfolio managers must blend analytical skill with disciplined strategy to generate superior risk-adjusted returns. With increasing volatility, global interconnectedness, and the rise of quantitative tools and ESG considerations, the ability to construct and manage equity portfolios effectively has become a vital competency for investment professionals.
This intensive 5-day course offers a practical, hands-on guide to building, analyzing, and managing diversified equity portfolios. Participants will explore modern portfolio theory, valuation techniques, portfolio construction strategies, and performance evaluation tools. Real-world simulations and market case studies are used to translate theory into actionable investment decisions.
Course Objectives
By the end of this course, participants will be able to:
• Understand key equity asset classes, styles, and factors
• Apply top-down and bottom-up portfolio construction methodologies
• Use valuation models and stock screening techniques
• Monitor, rebalance, and evaluate portfolio performance
• Manage portfolio risk through diversification, hedging, and asset allocation
Key Benefits of Attending
• Enhance your ability to construct well-diversified equity portfolios
• Align investment strategies with client mandates and market conditions
• Integrate valuation, risk analysis, and behavioral finance into portfolio decisions
• Strengthen your approach to performance tracking and attribution
• Gain insights into global equity trends and ESG integration practices
Intended Audience
This program is designed for:
• Portfolio Managers and Buy-Side Analysts
• Private Wealth Managers and Family Office Advisors
• Investment Strategists and Equity Traders
• Financial Analysts, CFA candidates, and Risk Officers
• Institutional Investors and Asset Management Professionals
Individual Benefits
Key competencies that will be developed include:
• Fundamental and technical equity analysis
• Portfolio construction using growth, value, income, or multi-style approaches
• Risk-adjusted performance evaluation and benchmark comparison
• Factor-based and quantitative screening methods
• Strategic rebalancing and tax-aware investing
Organization Benefits
Upon completing the training course, participants will demonstrate:
• Improved equity investment decision-making and portfolio quality
• Higher consistency in meeting client or institutional mandates
• Enhanced ability to respond to market shifts and risk exposures
• More robust portfolio reporting, oversight, and compliance
• Support for long-term capital preservation and alpha generation
Instructional Methdology
The course follows a blended learning approach combining theory with practice:
• Strategy Briefings – Core equity investment principles and portfolio theories
• Case Studies – Real fund strategies, stock selection errors, and market rotations
• Workshops – Portfolio design, risk factor analysis, and valuation modeling
• Peer Exchange – Asset allocation debates and model comparisons
• Tools – Model templates, tracking dashboards, risk matrices
Course Outline
DETAILED 5-DAY COURSE OUTLINE
Training Hours: 07:30 AM – 03:30 PM
Daily Format: 3–4 Learning Modules | Coffee breaks: 09:30 & 11:15 | Lunch Buffet: 01:00 – 02:00
Day 1: Equity Markets and Investment Philosophies
Module 1: Overview of Equity Markets and Instruments (07:30 – 09:30)
• Global equity markets, indices, and instruments (ETFs, ADRs, etc.)
• Difference between passive and active equity strategies
Module 2: Investment Styles and Philosophies (09:45 – 11:15)
• Value, growth, dividend, GARP, momentum, and ESG styles
Module 3: Equity Research and Screening (11:30 – 01:00)
• Quantitative filters, sector selection, and fundamental screens
Module 4: Workshop – Stock Screening Exercise (02:00 – 03:30)
• Using criteria to build a universe of investment candidates
Day 2: Security Analysis and Valuation Techniques
Module 5: Financial Statement and Ratio Analysis (07:30 – 09:30)
• Earnings quality, margins, leverage, and growth indicators
Module 6: Valuation Models and Relative Valuation (09:45 – 11:15)
• DCF, P/E, EV/EBITDA, P/B, PEG ratio and multiples
Module 7: Behavioral Biases in Equity Investing (11:30 – 01:00)
• Overconfidence, herding, loss aversion, and confirmation bias
Module 8: Workshop – Valuation of a Selected Stock (02:00 – 03:30)
• Case analysis and peer presentation
Day 3: Portfolio Construction Strategies
Module 9: Diversification and Risk Concepts (07:30 – 09:30)
• Systematic vs. unsystematic risk, correlation, and beta
Module 10: Modern Portfolio Theory and Asset Allocation (09:45 – 11:15)
• Efficient frontier, CAPM, Sharpe and Sortino ratios
Module 11: Core-Satellite and Factor-Based Portfolios (11:30 – 01:00)
• Smart beta, low volatility, quality, and momentum strategies
Module 12: Workshop – Portfolio Design Simulation (02:00 – 03:30)
• Group exercise to build and justify a model equity portfolio
Day 4: Portfolio Monitoring, Rebalancing and ESG Integration
Module 13: Performance Evaluation and Attribution (07:30 – 09:30)
• Alpha, beta, tracking error, and performance attribution models
Module 14: Portfolio Rebalancing and Risk Controls (09:45 – 11:15)
• Tactical adjustments, threshold triggers, and risk limits
Module 15: ESG in Portfolio Construction (11:30 – 01:00)
• Incorporating sustainability, governance, and impact metrics
Module 16: Workshop – Attribution Analysis (02:00 – 03:30)
• Peer review of sample portfolios and attribution breakdown
Day 5: Strategic Implementation and Final Assessment
Module 17: Portfolio Simulation Capstone (07:30 – 09:30)
• Building a multi-stock portfolio and justifying allocation
Module 18: Risk Scenarios and Stress Testing (09:45 – 11:15)
• Scenario planning, market shock analysis, and hedging
Module 19: Investment Committee Presentation (11:30 – 01:00)
• Group presentations simulating real-world review panels
Module 20: Final Feedback and Certification (02:00 – 03:30)
• Personal action plan and course wrap-up
Certification
Participants will receive a Certificate of Completion in Constructing and Managing Equity Portfolios, validating their knowledge of portfolio theory, valuation, and equity investment strategy formulation.