Description
Content Language – English
Duration – 300+ Minutes
Videos – 13 Videos
Who is it for – Anyone in the financial services space, beginner or experienced i.e. Advisor, Distributor, Wealth Manager, AMC employee etc.
Security Note – The login will only work on the first device you login to. So if you login using your phone, it will work only on the phone.
| Topics | Detailing |
|---|---|
| Asset Allocation | – What is asset Allocation – Why do we need asset allocation – How does it generate risk adjusted returns |
| Goal Based Planning | – Time Value of Money Present Value Future Value Rate Nper Payment Types – Goal Based Planning Case Study Child Education Planning Child Marriage Planning Retirement Planning |
| Types of Equity Funds | – Scheme Categorization – Uniqueness |
| Macro Economics | – Understanding how the macro factors affect equity Inflation Interest Rates Rupee Dollar Gold etc. |
| Risks & its practical interpretation |
– Standard Deviation – Beta |
| Return & its practical interpretation |
– CAGR – IRR – XIRR – Point to Point v/s Rolling Returns |
| Risk Adjusted Returns & its practical interpretations |
– Sharpe Ratio v/s Treynor Ratio – When to use which ratio? – Alpha – Is not, Benchmark (minus) Scheme return. – Sharpe v/s Sortino – Which is a better ratio? – Sortino v/s Information – Which one to be used for aggressive and which one for moderately aggressive clients? |
| Other Ratios | – R-Squared – Up-Capture – Down-Capture |
| How to select the right Equity MF |
– Studying the past data points around rolling returns, risk adjusted returns and market performance during up and down trending markets – Getting your sector allocation correct – Forward looking – Understanding Growth v/s Value – Investing based on market P/E & P/B levels – Understand valuation ratios like EV / EBITDA, Dividend Yield, Price / Sales, P/E & P/B and how to use which ratio to analyse which sector and stock under & over valuation – Deep dive in the portfolio to understand portfolio suitability to markets & economics |
