S&P Capital IQ Principles of Quantitative Equity Investing
Risk Driven Investment Analysis Education Course
   
COURSE OBJECTIVES
This course will help participants to be able to:
  • Set investment objectives and construct a universe for security selection
  • Develop an investment hypothesis and construct a model to reflect this concept
  • Refine the model for security selection by reviewing investment variables
  • Construct a portfolio, by setting constraints and optimizing the portfolio
  • Be able to conceptualize the entire quantitative investment process 

COURSE OVERVIEW
This course will enable participants to better understand investment objectives, investment hypotheses, and security selections by reviewing investment variables. The participants also review and be able to conceptualize the entire quantitative investment process. Group exercises occur throughout the course to highlight specific learning points. S&P Capital IQ’s products will be discussed when appropriate. This course does not teach Standard & Poor’s credit ratings criteria or methodologies.

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COURSE INFORMATION

About This Course: This course is designed for beginner- to intermediate-level financial professionals including risk, portfolio and fund managers, analysts and traders who are interested in a quantitative overlay for their investments.

Prerequisite: Basic knowledge of financial and business analysis and accounting. Zero to five years of experience in the financial services industry.

Pre-Course Work: To get the maximum benefits from this custom learning program, you will be required to complete pre-course reading from our credit analysis professionals.

Available Courses: 
New York, NY – May 16 - 17, 2013 (Due to reaching maximum capacity for this course, registration is currently closed. If you would like to be added to a waiting list for this course please email us.


Duration: 2 Days

Price:  $2,700

NASBA CPE Credits: 15.5

CFA CE Credits: 15



COURSE AGENDA OVERVIEW

Day 1
Session 1: Introduction

Session 2: Developing Investment Objectives

Session 3: Data Selection and Pitfalls

Session 4: Selecting Investment Factors

Session 5: Developing an Investment Hypothesis

Session 6: Factor Selection and Backtesting

Day 2

Session 7: Model Construction

Session 8: Portfolio Construction

Session 9: Strategy Simulation and Optimization

Session 10: Performance Attribution and Risk Analysis

If you have any questions about the course, please send an e-mail or call us at 212-438-4336.

Please Note:
Course agenda is subject to change without notice.
The course curriculum does not cover the ratings criteria, methodologies, or applications of Standard & Poor’s Ratings Services.



The credit-related analyses, including ratings, of Standard & Poor’s and its affiliates are statements of opinion as of the date they are expressed and not statements of fact or recommendations to purchase, hold, or sell any securities or to make any investment decisions.
Ratings, credit-related analyses, data, models, software and output therefrom should not be relied on when making any investment decision.
Standard & Poor’s opinions and analyses do not address the suitability of any security.
Standard & Poor’s does not act as a fiduciary or an investment advisor.
STANDARD & POOR’S and S&P are registered trademarks of Standard & Poor’s Financial Services LLC. Capital IQ is a registered trademark of Capital IQ, Inc.

 
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