Portfolio Management
Master the art and science of managing investment portfolios — from asset allocation and risk management to performance attribution and client mandates.
Course Overview
What is Portfolio Management?
Portfolio management is the disciplined process of selecting and overseeing a group of investments to meet specific financial goals within defined risk parameters. This course introduces you to the full lifecycle of portfolio management — from understanding client objectives and building an investment policy statement, to constructing, monitoring, and evaluating a portfolio against its benchmark.
Learning Objectives
What You Will Learn
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Understand the roleExplain what portfolio managers do and how the role differs from equity research or sales & trading.
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Stakeholder analysisDescribe the risk tolerance and investment objectives of traditional vs non-traditional asset managers.
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Portfolio constructionUnderstand the portfolio development process and the roles of the board, managers, and investors.
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Client risk profilesExplain how client risk profiles and investment mandates shape portfolio decisions.
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Performance attributionAnalyse and quantify fund performance vs benchmark using attribution methodologies.
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MPT & diversificationApply Modern Portfolio Theory concepts — efficient frontier, Sharpe ratio, and diversification.
Who Is This For?
Prerequisites & Who Should Enrol
- Anyone pursuing a career as a portfolio manager or on the buy side.
- Finance graduates wanting to understand how investment firms actually operate.
- Professionals transitioning into asset management from a related field.
- CFA candidates who want to solidify their portfolio management knowledge.
- No prerequisites required — we start from the very beginning.
- A financial calculator is recommended for quantitative modules.
Got Questions?
Frequently Asked Questions
Is any prior finance knowledge required?
No prerequisites are needed. The course starts from the very beginning and builds you into a capable analyst step by step. Each equation is broken down into its component parts.
Is this relevant for the CFA exam?
Absolutely. Portfolio management is a major topic in all three CFA levels, particularly Level 3. This course directly reinforces and extends the CFA curriculum.
What careers does this course support?
This course is ideal for anyone targeting buy-side roles — portfolio manager, fund analyst, investment associate, or wealth management advisor.