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Tag: capital markets courses

What’s in store for capital markets training programs in 2022?

Posted on by Imarticus Learning

Capital markets training programs are evolving at a rapid pace. Professionals need to stay with new advancements to keep up with the latest changes and trends.

Here, we will take insights into some of the significant changes that can occur in capital markets training programs over the next few years. Whether you are a professional or just starting in your career, these changes will be sure to impact you!

The current state of capital markets training

Capital markets training programs have come a long way in recent years. In the past, most courses focused on teaching students about the theoretical aspects of financial markets. However, thanks to the global financial crisis, there has been a shift towards programs that focus on practical skills and hands-on learning.

Today, capital markets training programs can give students the tools to succeed in their careers. These programs include a wide range of topics, including investment banking, derivatives trading, and asset management strategies.

Here are some expected changes in capital markets training programs in 2022 include:

  • A renewed focus on ethics and compliance
  • An increased emphasis on technology training
  • More experiential learning opportunities
  • Expanded course offerings to meet the requirements of a global workforce

These are just a few of the changes we can expect in capital markets training programs over the next few years. 

How will these changes impact capital market training programs?

Technology advancements will continue to drive change in the capital markets industry, impacting how training programs are delivered.

  • There will be a greater focus on experiential learning, emphasizing simulations and case studies.
  • The use of virtual reality (VR) and augmented reality (AR) can grow, providing learners with a more immersive learning experience.
  • Blended learning approaches will continue to gain popularity, with a greater focus on online and self-paced learning.

We can expect to see more gamification in capital markets training programs, as it is an effective way to engage learners and promote learning.

That’s what’s in store for capital markets training programs in 2022!

Discover capital market certification with Imarticus Learning

The Financial Services and Capital Markets course gives students a thorough grasp of investment banking and capital markets. Students will also get an advantage over their classmates by studying at IIM Lucknow’s top-tier business school!

Course Benefits For Students:

  • Study with an outcome-focused curriculum and hands-on learning approaches to develop expertise in essential domains.
  • Learners will have the opportunity to meet and engage with classmates and industry professionals as part of this program.
  • This capital markets training program is for mid-level employees who have basic financial skills but want to develop in their careers. Besides, it will provide students with vital skills and information and open possibilities for restarting a career in finance.

What Is Portfolio Management In Stock Market?

Posted on by Imarticus Learning

 

Financial Modelling is a very crucial analytics tool and is used by literally every vertical and industry. The experts at such models are in extremely high demand and get paid fantastic sums for their advice and proficiency.

The term equity portfolio management is widely used to beat the equity market and is the implementation and planning of various methodologies, strategies, and philosophies. The ultimate aim of investment analysis is to be able to make forecasts, investment decisions, and sound predictions of the investment.

The PM advises clients based on such forecasts and ratios of project management to make investment decisions on assets whether they are stocks, other securities, or financial instruments. This clearly points out that equity analysis and its science are applied to EPM.

The Investment Philosophy:

Professional PMs have to adhere to strictly defined parameters and rigid guidelines in policy for stock selection and investment management. The PMs work for companies that deal in an investments management company and cannot follow just about any investment philosophy or general methodologies when they manage their portfolios. Portfolio management is well regulated and has to adhere to the guidelines for market capitalization.

The investment philosophy in equity portfolio management thus needs one to understand the universe of investments and select efficient instruments prudently.

Sensitivity to taxes:

Pension funds and such instruments are not subjected to taxes though they are a part of the equity portfolios of many and are considered institutional instruments by the portfolio managers. The PM has more flexibility in managing his portfolio because these non-taxable instruments use exposure to dividend incomes and short-term gains in the capital when compared to the taxable instruments.

Factors affecting the portfolio:

The main factors considered by the PMs of taxable portfolios are: 

· The holding periods of stocks.

· Tax structure and tax-lots.

· Capital losses.

· Tax selling.

· Dividend income from the portfolios.

The taxable portfolios have a low turnover rate for portfolios and are successful in comparison to the non-taxable ones having a higher turnover rate. Building and managing the portfolios to create wealth is an ongoing process that takes a long time and hence efficient portfolio management is a vital factor.

Creating the model:

Maintaining and building a portfolio model is an essential part of Equity Portfolio Management. It may take on one or many portfolios in one product of equity investments. The matching of portfolios is undertaken to compare the individual portfolio against the model of the portfolios managed and known as the benchmarked portfolio.

Then, every portfolio stock is assigned a weight in percentages by a PM to form a weighted model for the portfolio. Modifications and changes to individual portfolios happen at this stage to provide a matched mix against the weighted mix. The computerization of such portfolio models is achieved through portfolio management software tools or done using Microsoft Excel.

Achieving Efficiency:

The important factor of making profits rests on how the Portfolio manages to achieve efficiency and productivity in the portfolio. The EPM achieves excellent efficiency by running all portfolios according to the standards set and in a similar manner. Rather than expert knowledge in 100 to 200 stocks the EPM needs to know all about 30 to 40 stocks in the portfolio.

These 30 to 40 stocks are used in the model and other portfolios are weighted against these by weight modifications. With equity markets constantly fluctuating the fall and rise of the stocks are necessarily changed by the EPM over the passage of time. This measure reflects the investment potential and decisions of the portfolio.

Why learn at Imarticus:

The equity portfolio management degree at Imarticus Learning is attractive because they offer the latest in technology and skills while training you in a very short period. They use the latest practical learning tools of using project work, assignments, sufficient assignments, tests, hands-on practice and bootcamps to reinforce your learning. They integrate modules in resume writing, mock interviews, soft-skill development, and personality development while offering convenient timings and modes for professionals and career makers. Their wide range of subjects offered is specific and need-based depending on the training skills required for making a career in financial analysis.

Conclusion:

EPM or equity portfolio management involves modeling the portfolio in an efficient manner whereby evaluation of key stocks can be assessed with the key metrics of stocks in a group of such stocks. It relies on equity analysis and portfolio management. The weights allocated to these stocks are adjusted in the models according to the rise and fall in the stock values to effectively read and optimize the return of all stocks/portfolio stocks in the group.

You can learn EPM by doing a financial modeling course at Imarticus Learning where statisticians and modeling experts thrive.