Specializing in equity research, securities valuation, and financial education

JLG Research offers 3 one-day seminars at the advanced level of investment and financial training. Seminar offerings and (partial) list of topics include:

Portfolio Management:

Process of investing; asset allocation; active-passive investing; equity style management; engineered active; long-short investing; portfolio models used in practice (equity manager profiles).

Performance Measurement and Attribution:

Single index model; MPT statistics; fundamental factor models (BARRA, Northfield); macroeconomic factor models; performance attribution and risk control with multi-factor models; information ratio and other risk-adjusted performance measures. Overview of Global Investment Performance Standards (GIPS®)

Financial Modeling:

Spreadsheet application of popular models used in corporate finance and investment management. This seminar is the spreadsheet version of topics covered in several financial seminars offered by JLG Research.

Home    Seminars     Contact Us

©2007 JLG RESEARCH

All Rights Reserved