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Jack Farmer
Equity Portfolio Management is a comprehensive survey of the key drivers and features of managing a portfolio of equities. This thorough and interactive online course offers students like you a detailed grounding in the full range of equity product categories and portfolio management techniques.
You will leave this online class with a clear understanding of key products and investment management strategies used by portfolio managers, enhancing the opportunity for success in this increasingly complex area.
Read more
Equity Portfolio Management is a comprehensive survey of the key drivers and features of managing a portfolio of equities. This thorough and interactive online course offers students like you a detailed grounding in the full range of equity product categories and portfolio management techniques.
You will leave this online class with a clear understanding of key products and investment management strategies used by portfolio managers, enhancing the opportunity for success in this increasingly complex area.
Read more
Equity Portfolio Management is a comprehensive survey of the key drivers and features of managing a portfolio of equities. This thorough and interactive online course offers students like you a detailed grounding in the full range of equity product categories and portfolio management techniques.
You will leave this online class with a clear understanding of key products and investment management strategies used by portfolio managers, enhancing the opportunity for success in this increasingly complex area.
This course is part 2 of the New York Institute of Finance’s Portfolio Management Professional Certificate program.
Register for this course and see more details by visiting:
OpenCourser.com/course/tot8uc/equity
What's inside
Learning objectives
- Review of equity valuation techniques
- Equity strategies
- Modern portfolio theory
- Review of equity valuation techniques
- Equity strategies
- Modern portfolio theory
Syllabus
Traffic lights
Traffic lights
Read about what's good
what should give you pause and
possible dealbreakers
Develops skills, knowledge, and tools relevant to industry
Helpful to beginners or those seeking a foundation in equity product categories and portfolio management techniques
Shares key strategies commonly used by portfolio managers, increasing opportunities to succeed in an increasingly complex environment
Second in a series of courses that are part of the New York Institute of Finance's Portfolio Management Professional Certificate program
Students will benefit from a detailed grounding in the full range of equity product categories and portfolio management techniques
Provides students a detailed grounding in the full range of equity product categories and portfolio management techniques
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Reviews summary
Comprehensive equity portfolio management for professionals
According to students, the Equity Portfolio Management course provides a solid and practical foundation in managing equity portfolios. Learners found the content to be well-structured and the instructor's explanations incredibly clear, particularly for complex topics like Modern Portfolio Theory and Equity Valuation Techniques. Many appreciated the relevance to real-world application and felt it significantly enhanced their understanding of investment management strategies. While overwhelmingly positive, a few reviews indicated a desire for more in-depth case studies and some felt certain parts were overly theoretical, suggesting it might be best for those with some prior financial background rather than absolute beginners.
Course content generally feels current and relevant.
"The content feels up-to-date and relevant."
"The depth of coverage was appropriate, though I felt some of the older references could be updated."
Offers relevant strategies for professional use.
"The practical examples helped me apply the concepts directly to my work."
"Very practical and well-structured. This course truly enhances one's ability to manage equity portfolios effectively."
"I learned how to use practical tools and strategies that I could apply immediately to my work."
"Good course, but some parts felt a bit theoretical without enough real-world application. I had to do a lot of additional reading..."
Effectively breaks down complex financial theories.
"The instructor's explanations of Modern Portfolio Theory were incredibly clear, making complex topics digestible."
"The instructor breaks down complex equity valuation techniques into understandable segments."
"The Modern Portfolio Theory section was well-explained."
Best for those with some financial background.
"It's a good course if you already have some background in finance. Beginners might struggle without prior knowledge."
"Decent overview. Good for refreshing concepts but not transformative for experienced practitioners."
"I didn't feel it added much to my existing knowledge."
Some learners wished for more hands-on practice.
"I wished there were more case studies to practice with..."
"Not enough practical exercises."
"Could use more in-depth coverage on complex topics or optimization techniques that involve more hands-on application."
Activities
Be better prepared
before
your course. Deepen your understanding
during
and
after
it. Supplement your coursework and achieve mastery of the topics covered
in Equity Portfolio Management with these
activities:
Read introductory materials on equity portfolio management
Show steps
Build a foundational understanding of the concepts and techniques used in equity portfolio management to prepare for the course.
Browse courses on
Portfolio Management
Show steps
-
Read chapters 1-3 of the course textbook
-
Complete the pre-course assessment
Practice calculating equity portfolio returns
Show steps
Develop proficiency in calculating equity portfolio returns, a key skill for portfolio managers.
Browse courses on
Return on Investment
Show steps
-
Solve practice problems from the course materials
-
Use an online calculator to practice calculating returns
-
Participate in online forums or discussion groups to ask questions and get feedback on your calculations
Create a presentation on equity investment strategies
Show steps
Enhance your understanding of equity investment strategies and develop presentation skills.
Browse courses on
Portfolio Management
Show steps
-
Research different equity investment strategies
-
Develop a presentation outline
-
Create visual aids and supporting materials
-
Practice your presentation
-
Deliver your presentation to a group of peers or mentors
Two other activities
Expand to see all activities and additional details
Show all five activities
Volunteer at a financial literacy organization
Show steps
Gain practical experience in financial literacy and apply your knowledge to help others.
Browse courses on
Financial Literacy
Show steps
-
Research financial literacy organizations in your area
-
Contact the organization and inquire about volunteer opportunities
-
Attend volunteer training
-
Volunteer your time to teach financial literacy skills to others
Develop a personal equity investment plan
Show steps
Apply the concepts and techniques learned in the course to create a personalized investment plan.
Browse courses on
Investment Planning
Show steps
-
Define your investment goals and risk tolerance
-
Research different equity investment options
-
Develop an investment strategy
-
Create a diversified portfolio
-
Monitor and adjust your portfolio over time
Read introductory materials on equity portfolio management
Show steps
Build a foundational understanding of the concepts and techniques used in equity portfolio management to prepare for the course.
Browse courses on
Portfolio Management
Show steps
Show steps
Show steps
- Read chapters 1-3 of the course textbook
- Complete the pre-course assessment
Practice calculating equity portfolio returns
Show steps
Develop proficiency in calculating equity portfolio returns, a key skill for portfolio managers.
Browse courses on
Return on Investment
Show steps
Show steps
Show steps
- Solve practice problems from the course materials
- Use an online calculator to practice calculating returns
- Participate in online forums or discussion groups to ask questions and get feedback on your calculations
Create a presentation on equity investment strategies
Show steps
Enhance your understanding of equity investment strategies and develop presentation skills.
Browse courses on
Portfolio Management
Show steps
Show steps
Show steps
- Research different equity investment strategies
- Develop a presentation outline
- Create visual aids and supporting materials
- Practice your presentation
- Deliver your presentation to a group of peers or mentors
Two other activities
Expand to see all activities and additional details
Show all five activities
Volunteer at a financial literacy organization
Show steps
Gain practical experience in financial literacy and apply your knowledge to help others.
Browse courses on
Financial Literacy
Show steps
Show steps
Show steps
- Research financial literacy organizations in your area
- Contact the organization and inquire about volunteer opportunities
- Attend volunteer training
- Volunteer your time to teach financial literacy skills to others
Develop a personal equity investment plan
Show steps
Apply the concepts and techniques learned in the course to create a personalized investment plan.
Browse courses on
Investment Planning
Show steps
Show steps
Show steps
- Define your investment goals and risk tolerance
- Research different equity investment options
- Develop an investment strategy
- Create a diversified portfolio
- Monitor and adjust your portfolio over time
Career center
Learners who complete Equity Portfolio Management will develop knowledge and skills
that may be useful to these careers:
Equity Analyst
Equity Analyst
An Equity Analyst researches and makes recommendations on stocks and other equity investments, which can help inform the decisions of Equity Portfolio Managers. This course covers the key drivers and features of managing a portfolio of equities, including equity valuation techniques and equity strategies, which are essential for Equity Analysts to understand. Taking this course can help you build a strong foundation for a career as an Equity Analyst by providing you with the knowledge and skills needed to succeed in this role.
Portfolio Manager
Portfolio Manager
A Portfolio Manager is responsible for managing investment portfolios, which may include equities. This course provides a comprehensive survey of the key drivers and features of managing a portfolio of equities, including equity valuation techniques, equity strategies, and Modern Portfolio Theory. Taking this course can help you develop the skills and knowledge needed to succeed as a Portfolio Manager, particularly in the area of equity portfolio management.
Investment Manager
Investment Manager
An Investment Manager oversees the investment of funds, which may include equities. This course provides a comprehensive survey of the key drivers and features of managing a portfolio of equities, including equity valuation techniques, equity strategies, and Modern Portfolio Theory. Taking this course can help you develop the skills and knowledge needed to succeed as an Investment Manager, particularly in the area of equity portfolio management.
Financial Analyst
Financial Analyst
A Financial Analyst provides financial advice and guidance to clients, which may include advice on equity investments. This course covers the key drivers and features of managing a portfolio of equities, including equity valuation techniques and equity strategies, which are essential for Financial Analysts to understand. Taking this course can help you build a strong foundation for a career as a Financial Analyst by providing you with the knowledge and skills needed to succeed in this role.
Investment Banker
Investment Banker
An Investment Banker helps companies raise capital by issuing and selling securities, which may include equity securities. This course covers the key drivers and features of managing a portfolio of equities, including equity valuation techniques and equity strategies, which are essential for Investment Bankers to understand. Taking this course can help you build a strong foundation for a career as an Investment Banker by providing you with the knowledge and skills needed to succeed in this role.
Wealth Manager
Wealth Manager
A Wealth Manager provides financial planning and investment advice to high-net-worth individuals and families, which may include advice on equity investments. This course covers the key drivers and features of managing a portfolio of equities, including equity valuation techniques and equity strategies, which are essential for Wealth Managers to understand. Taking this course can help you build a strong foundation for a career as a Wealth Manager by providing you with the knowledge and skills needed to succeed in this role.
Quantitative Analyst
Quantitative Analyst
A Quantitative Analyst develops and uses mathematical and statistical models to analyze financial data, which may include equity data. This course covers the key drivers and features of managing a portfolio of equities, including equity valuation techniques and equity strategies, which are essential for Quantitative Analysts to understand. Taking this course can help you build a strong foundation for a career as a Quantitative Analyst by providing you with the knowledge and skills needed to succeed in this role.
Risk Manager
Risk Manager
A Risk Manager identifies and assesses financial risks, which may include equity risks. This course covers the key drivers and features of managing a portfolio of equities, including equity valuation techniques and equity strategies, which are essential for Risk Managers to understand. Taking this course can help you build a strong foundation for a career as a Risk Manager by providing you with the knowledge and skills needed to succeed in this role.
Hedge Fund Manager
Hedge Fund Manager
A Hedge Fund Manager manages a hedge fund, which may invest in equities. This course covers the key drivers and features of managing a portfolio of equities, including equity valuation techniques and equity strategies, which are essential for Hedge Fund Managers to understand. Taking this course can help you build a strong foundation for a career as a Hedge Fund Manager by providing you with the knowledge and skills needed to succeed in this role.
Private Equity Investor
Private Equity Investor
A Private Equity Investor invests in private equity funds, which may invest in equity securities. This course covers the key drivers and features of managing a portfolio of equities, including equity valuation techniques and equity strategies, which are essential for Private Equity Investors to understand. Taking this course can help you build a strong foundation for a career as a Private Equity Investor by providing you with the knowledge and skills needed to succeed in this role.
Venture Capitalist
Venture Capitalist
A Venture Capitalist invests in early-stage companies, which may include equity investments. This course covers the key drivers and features of managing a portfolio of equities, including equity valuation techniques and equity strategies, which are essential for Venture Capitalists to understand. Taking this course can help you build a strong foundation for a career as a Venture Capitalist by providing you with the knowledge and skills needed to succeed in this role.
Stockbroker
Stockbroker
A Stockbroker buys and sells stocks for clients, which may include equity securities. This course covers the key drivers and features of managing a portfolio of equities, including equity valuation techniques and equity strategies, which are essential for Stockbrokers to understand. Taking this course can help you build a strong foundation for a career as a Stockbroker by providing you with the knowledge and skills needed to succeed in this role.
Financial Planner
Financial Planner
A Financial Planner helps individuals and families plan for their financial future, which may include investing in equities. This course covers the key drivers and features of managing a portfolio of equities, including equity valuation techniques and equity strategies, which are essential for Financial Planners to understand. Taking this course can help you build a strong foundation for a career as a Financial Planner by providing you with the knowledge and skills needed to succeed in this role.
Actuary
Actuary
An Actuary analyzes and manages financial risks, which may include equity risks. This course covers the key drivers and features of managing a portfolio of equities, including equity valuation techniques and equity strategies, which are essential for Actuaries to understand. Taking this course can help you build a strong foundation for a career as an Actuary by providing you with the knowledge and skills needed to succeed in this role.
Auditor
Auditor
An Auditor examines and evaluates financial records, which may include equity investments. This course covers the key drivers and features of managing a portfolio of equities, including equity valuation techniques and equity strategies, which are essential for Auditors to understand. Taking this course can help you build a strong foundation for a career as an Auditor by providing you with the knowledge and skills needed to succeed in this role.
For more career information including salaries, visit:
OpenCourser.com/course/tot8uc/equity
Reading list
We've selected 12 books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
Equity Portfolio Management.
This classic textbook provides a comprehensive overview of investment analysis and portfolio management. It valuable resource for students and practitioners alike.
Provides a rigorous treatment of modern portfolio theory and investment analysis. It valuable resource for students and practitioners who want to understand the theoretical foundations of portfolio management.
This classic book by Benjamin Graham must-read for any investor. It provides a timeless framework for making sound investment decisions.
This classic book provides a comprehensive guide to security analysis. It valuable resource for investors who want to understand how to value stocks and bonds.
Provides a comprehensive overview of quantitative equity investing. It valuable resource for investors who want to use data and models to make investment decisions.
Save
Provides a simple and straightforward guide to investing. It valuable resource for investors who want to learn the basics of investing.
Provides an in-depth look at Warren Buffett's investment philosophy and strategies. It valuable resource for investors who want to learn from one of the world's most successful investors.
Provides a quantitative approach to equity portfolio management. It valuable resource for investors who want to use data and models to make investment decisions.
Provides a comprehensive guide to equity valuation. It valuable resource for investors who want to understand how to value stocks.
Explores the nature of rare events and their impact on society and finance.
Provides an overview of the cognitive psychology of decision-making.
Provides a simple and engaging overview of the psychology of money.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/tot8uc/equity
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Effort
1 to 2 hours per week for 5 weeks
Level
Advanced
Via
edX
Institution
New York Institute of Finance
Instructor
Jack Farmer
Language
English
Transcript
English
This course belongs to a
collection
called
Portfolio Management. It's comprised of six courses:
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