Build a portfolio that holds up.

Portfolio Construction & Investment Management.

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From the mandate to the attribution.

Portfolio Management Foundations

Portfolio ManagementActive and Passive ManagementPortfolio Management Service
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Mandate and Investment Policy

The Investment Policy Statement and What It GovernsWriting an Investment Policy Statement, Step by StepHow to Write a Rebalancing Policy That Can Be Checked
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Risk, Return and Diversification

Sharpe, Sortino, Treynor and Information Ratio ComparedPortfolio Return and RiskRisk Adjusted Return Ratios
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Asset Allocation and Construction

Strategic Asset AllocationEqual, Market Cap and Fundamental Weighting ComparedAsset Classes and How the Allocation Decision Uses Them
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Security Selection and Implementation

Security SelectionTrading CostsHedging a Portfolio
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Risk Monitoring and Performance Evaluation

Performance AttributionStrategic, Custom and Peer BenchmarksMaximum Drawdown
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Portfolio Vehicles and India Governance

The Model PortfolioPortfolio Risk and AttributionConcentrated vs Diversified Portfolio
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Professional Practice and Overlays

StewardshipThe Derivatives OverlayESG Integration
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Pick your career. See what it needs from here.

Portfolio Management FoundationsMandate and Investment PolicyRisk, Return and DiversificationSUPPORTAsset Allocation and ConstructionSecurity Selection and ImplementationRisk Monitoring and Performance EvaluationSUPPORTPortfolio Vehicles and India GovernanceProfessional Practice and Overlays
THIS CAREER NEEDSEquity Research Analyst
0CORE2SUPPORT0BACKGROUND
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BOOTCAMP · 6 WEEKS · 24 HOURSPortfolio ManagementAllocate, rebalance, attribute. On a real case.INTERNSHIP CERT.RECOMMENDATIONSee the curriculum
FREE COURSESStrategic and Tactical Asset AllocationRebalancing: When, Why and What It CostsMeasuring Risk in a Portfolio