Introduction To Markets

Once the teams are established, participants will be able to get an overview of the market from a top down perspective and spend time grasping the concepts of index constituents and weightings, while evaluating how this will affect their asset allocation decisions.


Valuation And Analysis

From the research overview, participants are able to perform a deeper dive into the companies and indices. They can apply their valuation methods to the assets available in the market.

We provide enough standardized details to allow for core valuation analysis.

The necessary metrics are presented in a “tear sheet” format, which eliminates the need for participants to spend a great deal of time interpreting public filings and allows them to focus on the various valuation theories.