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Illustrative course artwork. A short course introduction video is added here once filming for this track is complete.
Portfolio construction
Combining uncorrelated exposures, rebalancing rules and measuring performance against a benchmark.
11 hours 7 lessons 10 languages Certificate on completion
What you will be able to do
- Build a multi-asset allocation with stated constraints
- Apply rebalancing bands and tax-aware sequencing
- Measure risk-adjusted return properly
- Document an investment policy statement
Curriculum
01 Allocation
3 lessons- Diversification that worksVideo · 19 min
- Constraints and mandatesReading · 14 min
- Module checkQuiz · 8 min
02 Measurement
4 lessons- Benchmarks and attributionVideo · 18 min
- Risk-adjusted metricsVideo · 16 min
- Policy statement workshopWorkshop · 35 min
- Final assessmentQuiz · 25 min