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Risk Management
Total risk management is the combination of all the elements of risk management into a consistent strategy...
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Training - Equity Market & Investment
Companies
Fusion Analysis:
An increasing number of portfolio managers have realised that
fundamental analysis alone often does not make the best
investment approach. They have increasingly included the
benefits of technical analysis. Also, the volatile trading
markets have focused increasing attention on the proper blend
of fundamental and technical analysis for a broad array of
investors with various time horizons. Some call this new
popular trend - fusion analysis. This workshop reviews some of
the basic tools of fundamental and technical analysis. It will
be geared mostly for the equity investor, but will cover some
other asset classes such as fixed income and commodities. It
then attempts to blend the best of both approaches to a
successful investment strategy. This course will stress three
bodies of knowledge: (1) The major tools of technical analysis;
(2) The major tools of fundamental analysis; (3) Generating
quant stocks screens that provide promising stock ideas that
technical and fundamental basis.
Course Outline
SESSION 1
* Market Return/Risk characteristics within the context of the
Efficient Maker Theory
* Major market valuation models will be compared to major
technical models in terms of Bur/Sell points
* Value and Growth valuation theories
* Fama and French fundamental investment concepts
* Fed Model;T Rowe Price indicator for small-cap stocks
* The valuation models will be discussed with such technical
concepts as Dow Theory, Head and Shoulders, Elliot Wave, and
Cycles, MA, Volume confirmations, and Sentiment.
Objective: Introduce the strategy of profitably doing both
long-term investing and trading. Turning points in the market
are analysed for profitable trades.
SESSION 2
* Bottoms up stock picking valuation models
* Gordon Growth and its translation to traditional valuation
techniques
* Events in fundamentals will be combined with opportunistic
trades from technical inputs
* Events in fundamentals will be combined with opportunistic
trades from technical inputs
* These inputs will include:Technical trading
signals-Triangles, Bottoms/Tops, Rectangles, Flags,
Climax,Trend/Speedlines,Retracements,Gaps, Saucers, MACD,
Bollinger, Stochastics, RSI
Objective: Trading a stock for the short term, and doubling up
or scaling back on positions in conjunction with technical
indicators
SESSION 3
* Intermarket analysis in terms of investing in hedges,
spreads, derivatives.
* Valuations between fixed income and equities, versus
technical buys in one market but corresponding sells in
another market.
Objective: Positioning and hedging a trade
SESSION 4
* Put technical and fundamental tools into practice
* Introducing Quant Screens/Artificial Intelligence techniques,
along with some Behavioral Finance tools.
* Screening methods with specific factors to select stocks,
both technically and fundamentally
* Trading considerations will be discussed, as well as some
topics on using Derivative Strategies
Objective: Determining a short list of promising stocks for
the investor
Course Fees
VAT to be included at the local rate, if applicable. Costs
shown are per delegate inclusive of refreshments, lunches and
seminar materials. Cost of accommodation is not included.
GBP 3000
Certificates of Participation
Certificates of participation are remitted to course
participants upon request. |
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