Nigerian Seminars and Trainings

Search conferences, training, seminars, courses and workshops in Nigeria and around the world

business logo

Long Only Equity Portfolio Management

By: TSI Limited

Lagos State, Nigeria

16 - 18 Sep, 2014  3 days

Follow Event


NGN 260,000

Course Overview
This training course covers all the aspects of the management of a long only equity portfolio from benchmark selection to risk assessment and performance evaluation, including the equity selection phase (through stock picking or data mining) .

Course Objectives
To equip participants with the necessary skills to succeed in this department

Course Outline


  • Portfolio management theory
  • - The Markowitz model and mean-variance analysis
  • - Capital Asset Pricing Theory (CAPT)
  • - Multiple factor analysis and the BARRA model
  • - Industry diversification and geographical diversification
  • Definition of a management style and benchmark selection
  • - Management style : value versus growth, large cap versus small cap, etc.
  • - Introduction to the Fidelity and Morning Star matrices
  • - Benchmark selection : characteristics of a good benchmark
  • - Equity selection : filtering through statistics, financial analysis, and conviction
  • - Definition and follow-up of the tracking error
  • Analyzing the risk factor of an equity portfolio
  • - Assessment of the Value At Risk (VaR) of an equity portfolio
  • - Risk indicators : Sharpe ratio, Treynor ratio, Jensen's (alpha) evaluation
  • - Hedging strategies : forex risk, market risk
  • Performance attribution and GIPS format reporting
  • - Fama evaluations: selectivity, diversification
  • - Performance attribution : selection effect and allocation effect, market timing
  • - Performance reporting : introduction to the GIPS standards


Sizzler House, 33 International Airport Road, Ajao Estate, Lagos, Nigeria Sep 16 - 18 Sep, 2014
NGN 260,000.00
(Convert Currency)

+1-646-202-8832, +2348033467639

Related Courses
International Public Sector Accounting Standard International Public Sector Accounting Standard

3 days, 25 - 27 Jun, 2018 

2018-06-25 12:06:00
Lagos State, Nigeria

TSI Limited

This training is organized to sensitize Accountants, Treasurers, Account Officers, Auditors and others in finance functions of Ministries, Departments and Agencies on the provisions of the ...

Internal Communication Management Internal Communication Management

3 days, 09 - 11 Apr, 2018 

2018-04-09 12:04:00
Lagos State, Nigeria

TSI Limited

Great internal communication enables performance, increases engagement, and delivers value to organizations. But if you're new to the internal communication function, if involvement in internal ...

Corruption in Infrastructure Projects Corruption in Infrastructure Projects

3 days, 13 - 15 Aug, 2018 

2018-08-13 12:08:00
Lagos State, Nigeria

TSI Limited

It is now widely accepted that proper safety systems should be implemented on projects to reduce the risk of injury. A similar systematic approach should be adopted in relation to corruption.  ...

Anti-Money Laundering and Anti-Terrorism Programs Anti-Money Laundering and Anti-Terrorism Programs

3 days, 03 - 05 Oct, 2018 

2018-10-03 12:10:00
Lagos State, Nigeria

TSI Limited

This training course introduces the anti-money laundering and anti-terrorism programs. Case studies and simulation exercises will illustrate the discussed points. Learning Objectives: At the end of ...