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Table of Contents
Table of Contents
Portfolio construction is not just about picking investments; it is a systematic operational process that transforms investment strategy into actionable portfolios while managing risk and compliance.
What You Will Learn
- 1 Learn the foundational principles and operational framework of portfolio construction.
- 2 Understand asset allocation methods from strategic to tactical implementation.
- 3 Apply security selection and trade execution workflows with execution quality analysis.
- 4 Develop portfolio rebalancing schedules and monitoring dashboards.
- 5 Analyze performance measurement, attribution, and risk-adjusted returns.
- 6 Implement risk management frameworks including VaR, stress testing, and liquidity assessment.
- 7 Conduct operational due diligence on counterparties and fund structures.
- 8 Navigate regulatory reporting requirements including GIPS, AIFMD, and Form ADV.
- 9 Explore technology solutions for portfolio management systems and data integration.
- 10 Evaluate emerging trends such as ESG integration, factor investing, and direct indexing.
What's Included
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Portfolio Construction Operations