Simulation: Equity Fund Management

This highly interactive simulation gives participants the opportunity to apply their existing knowledge of financial markets to build and manage their own portfolio.

Participants must decide how to allocate their £100m fund over a range of stocks based on macro data, rebalancing their portfolio each quarter. The objective is to record the best return, taking into account the risks to which they have been exposed.

Suitability

This course is for individuals with a working knowledge of equity markets, economic data and investment management.

Learning Outcomes

At the end of this course participants should understand:

How to interpret economic data and make investment decisions
How to re-balance a portfolio
How to calculate and manage risk within a portfolio

Course Content

Equity Fund Simulation

Each participant has five stocks they can invest in their £100m, over the course of one year
They much rebalance every quarter based on the latest economic data
The winning team/participant has the best risk-adjusted performance
Teams/participants have a shorting limit and cash earns LIBOR

100%

of our clients would recommend Alpha to a colleague or peer

90%

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

96%

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.

Knowledge Exchange Evangelists

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?

Generation Proof

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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The team are so friendly and pleasant to work with, everyone is very professional and keen to help us. Building a relationship over the past couple of years helps us to feel like the Alpha team are even more able to understand our needs and provide more proactive solutions.