Equity Derivatives

This course covers the different derivatives that are based on the price of an underlying equity or index.

It explains equity swaps, looking at the features of these and how they are settled and traded. It explains the effect of corporate actions and how these are handled. Dividend swaps are explained – including the different types and how they are used. Participants will examine the features and benefits of equity index futures.

Finally, the course covers the basics of exchange traded equity options.

Suitability

This course is for individuals with a working knowledge of equity and derivative markets.

Learning Outcomes

At the end of this course participants should understand:

  • The characteristics and applications of equity swaps
  • Quanto and dividend swaps
  • The basics of exchange-traded equity options

Course Content

Equity Swaps

  • Key features and cash flows
  • Swap counterparties
  • Hedging swaps
  • Swap settlement
  • Dividend treatment
  • Quanto swaps

Applications of Equity Swaps

  • Leverage
  • Tax considerations

Dividend Swaps

  • Fixed vs. floating swaps
  • Dividend swaps rationale
  • Market flow
  • Equity Futures
  • Pricing equity futures and equity index futures
  • Equity index liquidity

Exchanged-Traded Equity Options

  • Trade conventions
  • LIFFE vs. EUREX
  • Investment strategies

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of a cohort was promoted within 2 years after participating in an Alpha course.

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of participants felt more confident in their role, following an Alpha commercial leadership course.

Why study with Alpha?

Innovation and creativity born from experience

We are thought leaders in instructional and learning journey design and holistic solution architects. We have extensive finance and investments experience combined with skills application to deliver performance improving results. We develop immersive learning environments that maximize time to productivity, support talent retention and added value to improving quality of hires.

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We are focused on mining the embedded organisational intellectual capital for the benefit of the next generation. We create and curate best in class practice gathered from our experience with the leading financial institutions. We design our programmes with the end in mind – what results are you trying to achieve with this intervention? What metrics will we set ourselves to achieve that?

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Quality and innovation, using current market and industry best practices, have made us a trusted partner in delivering dynamic and motivating training for the financial and capital markets. Our programmes are generation proof and responsive to evolving learner needs and styles. Our solutions use a multi-stakeholder engagement strategy that expands beyond relationships between the learner and learning provider. We create connections with managers, peers and the wider business to drive impactful return on investment..

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