Dates and Locations

TBC

London, UK

Apex City of London Hotel >>

Please visit our Training Calendar to see dates and locations for all of our courses or download the latest training brochure here (PDF).

Course Outline: Technical Analysis for the Equity Portfolio Manager

Technical Analysis for the Equity Portfolio Manager recognises that portfolio managers and analysts do not need the kind of technical analysis used by day-traders and dealers, this course concentrates on market timing from a longer-term point of view, with a strong focus on equities. Delegates should have a good grounding in technical analysis or should have already attended the Introduction to Technical Analysis course.

The course gives particular attention to the following topics:

Identifying and measuring trends
+ How to indentify the start and end of a trend.

The problem with moving averages
+ Moving averages are popular with portfolio managers and analysts but fall short in practice. This seminar will show you some better techniques.

Determining the strength and momentum of the trend
+ Recognising a trend is good, but is it getting stronger or losing strength? We look at how to identify increasing and falling momentum, and how to combine this information with the core trend message.

What does volume tell us?
+ Volume is the fuel of the markets. Things do not go up in a sustained way unless people buy it. Volume action often proceeds price action, but volume is a notoriously difficult thing to interpret. We show you how to get a clear message from the market.

Using sentiment indicators and indices
+ Analysing breadth messages and looking at the world from the top down.

Absolute returns using a bottom up approach
+ Stock selection using technical criteria; picking winners from a large universe.

Technical analysis on a relative basis
+ What technical analysis works best for those who are working to outperform a benchmark?

How to recognise when it's time to get out
+ The end. See it coming.

Putting it all together
+ Putting together a complimentary and meaningful set of indicators and techniques - carefully synchronised to your time frame - that is able to be simple and effective at describing what is going on.