available
Design
Speaker: Andrew Pease & Samuel Pittman
We’ll help to translate your client’s goals into strategic asset allocation.
May 12, 202626 min
WELCOME
Portfolio Management Institute
Four short, focused sessions designed to sharpen your portfolio thinking and put it straight into practice. CPD-accredited and built for real-world application, the program delivers clear, useful insights you can confidently apply with clients immediately.
Your Learning Path
Work through each module to strengthen your portfolio thinking, from strategy design through to real-world implementation.
available
Construct
Speaker: Evgenia Gvozdeva & Jane Williams
Build an investable portfolio using active skill, passive exposures, and smart positioning.
May 25, 202618 min
available
Manage
Speaker: Jon Eggins & Alex Cousley
Respond to changing markets by adjusting managers, factors, sectors and exposures.
Jun 8, 202621 min
locked
Implement
Speaker: Neil Rogan
Turn portfolio management into clear, measurable client outcomes that matter.
Coming soon30 min