LOYOLA INSTITUTE OF

VOCATIONAL EDUCATION (LIVE)

LOYOLA COLLEGE (AUTONOMOUS) College of Excellence

Nungambakkam, Chennai - 600 034,
Tamil Nadu, India.

https://www.loyolacollege.edu/live/home
 Certified Program
in Equity Portfolio
Management
Inviting all under-graduate and post-graduate students to join, a 100-hours,
ONLINE program on Equity Portfolio Management. Learn on world’s first visual-
finance-lab used by students at 40+ leading universities worldwide

VISUALIZATION - Data visualization to help simplify learning complex topics in investing

EXPERIMENTATION - Carefully designed practicals for learning. Progressively grow conceptual understanding

INTERNSHIP - Performance based, promised internships to top 10% of the batch

CERTIFICATION - Earn performance based joint certification from, NSE Academy, ALPHABETA and Loyola College

How will I learn?

LEARN ATTEND COMPLETE

Learn various concepts using

Every week you will have a Live, Using the ALPHABETA App, you
multiple learning aids: Theory,
ONLINE class to assist you with will complete tasks & assignments,
Virtual-Labs, back-test on real
learning, Q&A, and for group work evaluate and build investing
markets data and manage a virtual
presentation models in multiple economic
portfolio (on the ALPHABETA App)
scenarios

*Students will need PC with Windows 8+ or device running on iOS, Mac OS, Android OS or Chromebook

KNOW MORE or REGISTER HERE

Fee: INR 25,000 (inc tax) Duration: 3 months (100 hours) Mode of Delivery: ONLINE

©2020 ALPHABETA INC.™

WHAT WILL I LEARN?

The program will start from the basic concepts and progressively grow. You will learn:
1. Introduction to investing and the Financial Markets
2. Role of Financial Markets participants and regulation
3. Introduction to Passive Investing - Concept of Exchange Traded Funds (ETFs)
4. Introduction to Active Management
5. Systematic approaches of investing in Stock Markets
6. Introduction to Technical Charts
7. Momentum Investing - Using Past Momentum to Predict returns — based on Statistical Approaches
8. Pairs Trading Strategy - Identify Similar Stocks and Profit using Pairs Trading – based on Statistical Approaches
9. Value Investing to discern underprice and overpriced stocks – Fundamental Approach
10. Reading and analysing Companies annual report
11. Using Accruals and Cash Flow to differentiate stocks based on Earnings Quality

COURSE OUTCOME

1. Opportunity to bag internship with a United States based FinTech firm - ALPHABETA
2. Pursue a career in the field of financial markets and advisory with Banks and Wealth Management firms
3. Get industry certification from National Stock Exchange Academy, ALPHABETA and Loyola College
4. Learn an important life skill of how to manage and invest your money
5. Ace in interviews by showcasing portfolio performance over a period
6. Learn to build and test investing models like a professional research analyst
7. Get a premier level understanding to pursue Chartered Financial Analyst professional certification

INSTRUCTORS

Sathya Palaniappan
20 years in financial & IT services. Previously at Cognizant Sathya worked in capital
markets strategy and transformation consulting for UBS, Franklin Templeton, BNY
Mellon, Wells Fargo, Citi, RBC, Fidelity, Northern Trust, State Street, World Bank,
Capital Group, Dreyfus, ABN Amro, Standard Chartered Bank and Qatar National Bank.
Prior to that, he held risk management and investment operations positions at Citicorp,
HDFC Mutual Fund, and Sundaram Mutual Fund Cognizant, Citicorp, HDFC, Sundaram
MF. ICAI certified Chartered Accountant, GARP Certified Financial Risk Manager, New
York

Sundar Nagarajan
30 years of industry experience, head of IT outsourcing for Lloyds Bank, and Multiple
leadership positions at Cognizant. Sundar oversees the India operations and is
responsible for finance, administration, HR, legal, and audit functions. He has an MBA
from SP Jain Institute of Management.

©2020 ALPHABETA INC.™

 Umang Koul
Umang contributes in the Product Development, Quality Assurance and Data
Management verticals for Alphabeta. He holds a B.E. from University of Pune and an
MBA (Finance) from NL Dalmia, Mumbai. He is an avid follower of global capital
markets and plays a critical R&D role at Alphabeta.

Divya Gosain
Divya has over 10 years of experience in financial services and information technology
across merger and combination analyses, proprietary financial analysis, asset
management and post trade processing. Divya has previously worked with Cognizant
Business Consulting (Capital Markets) and J.P. Morgan Investment Banking. (NA
Energy) Digital disruptions in financial services is her focus area of interest. She is an
MBA (Finance) from Management Development Institute and a Manufacturing and
Automation Engineer from Delhi University.

Faculty from Loyola Commerce Department will be part of instructor panel

CAREER PATH POST THE PROGRAM

The world of financial services is dramatically changing with technology. Our pedagogical model focuses on
developing critical thinking and decision making skills whilst making learning easy with cutting edge
visualization which helps students learn, retain and apply better and be ready for the jobs of tomorrow. Student
can take roles like:
1. Research Analyst
• This program teaches the learners on quantitative, analytical, and heuristics skills which are required for
anyone starting or building a career in financial markets.
• ALPHABETA allows learners to back-test, simulate and critically understand why a strategy works in what
market conditions.
• Practicals and assignments are designed in line with latest industry practices.

2. Financial Advisor
• The program provides a step by step guide to investing in markets, enabling learners to comprehend and
articulate clearly on performance of the market.
• Students will have access to strategies which are used by institutional portfolio managers, in an easy to
understand manner.
• ALPHABETA League enables users to back-test and virtually test the performance of these strategies in a
real-market environment with real and accurate data, without actually investing in the market.

3. Or a Proficient Investor managing personal portfolio

• ALPHABETA provides a guided tour about investing in the market. Learners get to understand right from
the basics of investing in stock market, what is a stock, risks involved and how to measure the
performance of the stock to strategies used by portfolio managers.
• Learners will be able to build portfolio and decide on asset allocation model based on their requirements.

©2020 ALPHABETA INC.™

WHAT OUR USERS ARE SAYING

Used by 5000+ learners in India, and the US. The ALPHABETA Guide App provides a refreshing learning
experience with pedagogical model backed by rigorous academic research.

Sakina Olia (HR professional with a Masters in Psychology)

The best part about the programme was the simulation based application which made the
entire course practical and hands on. The expert and mentor session over the weekend made
sure that the students were proactive and were not taking a backseat in their learning
approach. Also, the faculty was very warm and open to answering as many questions that we
had which made me feel very comfortable in coming forward with my queries. Overall, a
hands-on course to help you get started with understanding the nuances of the stock market.

Nishtha Nagpal (CA, working with Deloitte)

I had an extremely amazing and awesome experience during the EPM program. The mentors
were highly knowledgeable, patient and encouraging. Also, I would like to mention the
effectiveness and efficiency of the support faculty. I wish to keep my association with you all.
Thanks for all the guidance and support!

Shruti Khairkar (Student, IIT Bombay)

Being constantly exposed to theoretical study in all my academic life, the most fascinating part
of joining this course was the offer to try out strategies practically. Teamwork and competition
are the pillars to problem solving and ALPHABETA resolutely exposed us to both of them.
ALPHABETA has enclosed the curriculum in such a way that it makes us ready to trade with
real data, exposing us to risks and failures. It has been a huge learning experience while
preparing me to do real trades.

Sarvagya Kaushik (Chartered Accountant student and CFA aspirant)

This course has reshaped my career from Accounting to Finance. The professors gave us the
practical knowledge along with all the concepts of the Portfolio Management Strategies.The
Alphabeta App is the best part of the course where you get to learn and perform the
simulations on the real market data. It's a great experience to start your career in finance. I'm
a student of ICAI & I'm also pursuing Chartered Financial Analysts course from CFA Institute.

Shubham Gupta (Student IIT Kanpur)

I love the EPM course, the assignments are really helpful and the interface of the App is really,
really addictive. Till now I have back-tested around 200 strategies in merely 2 weeks. This is
amazing!

©2020 ALPHABETA INC.™

Contact
Loyola Institute of Vocational Education (LIVE)
Room No: JT-24, 3rd Floor, Jubilee Building,
Loyola College, Chennai-600034
Ph: +91 99417.63328 / 63809.76481 / 99400.74127 / 86676.34752
Email: epmcourse@loyolacollege.edu
Website: https://www.loyolacollege.edu/live/EquityPortfolioManagement.php