Role of Financial Forensics and Triangular Relationship in Stock Returns

​Welcome to Session 10/10 in Helix's Global Financial Education Course

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Tools Needed:

1. ​​​​​​Trading View

2. ​​​​​​Notebook LM

3. ​​​​​​Google Gemini

​​​​​​Pre-requisite Learning:

1. ​​​​​​Factors affecting stock returns

2. ​​​​​​Backtesting & forward testing of returns

3. ​​​​​Assessing the Revenue to Cash Flow, Moat, Business Model, and Debt in Listed Stocks

4. ​​​​Impact of the Macro Environment & Industry Structure on Stock Returns

5. ​​​Impact of Valuations and Greenwashing on Stock Returns

6. ​​Impact of KPIs and Forward Look, on Stock Returns

7. ​​Who Owns this Stock, and What They Do With It?

8. ​​The Role of Sentiment in Stock Returns

9. ​The role of Market Risk and Momentum in Stock Returns

​​​​​​If you require access to the recordings for these pre-requisites, please email [email protected] to request an invoice for the same. Once the invoice is paid, we will provide you with the link to the respective recording.

​​​​​​In this session, we will be assessing the role of financial forensics and its importance in filtering out stocks of companies that defraud investors. We will also be understanding the triangular relationship between finances, environment and social risks, and its impact on stock returns.

​​​​​​By the end of session 10, you would be able to explain the stock returns, for your own portfolio, using:

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Market Beta

​​​​​​Momentum

​​​​​​Size

​​​​​​Value

​​​​​​Investment
Eco-Efficiency (Triangular Relationship)

​​​Profitability

​​​Integrity & Health (Financial Forensics)