Module 1
availableDesign
We’ll help to translate your client’s goals into strategic asset allocation.
Release: May 12, 2026
Duration: 27 min
Speaker: Andrew Pease & Samuel Pittman
Progress: 0%
Course Module Hub
Portfolio Management Institute
Modules remain grouped inside this course. Guided learners see release gating, while returning learners can resume from their last watched position.
Module 2
availableConstruct
Build an investable portfolio using active skill, passive exposures, and smart positioning.
Release: May 25, 2026
Duration: 18 min
Speaker: Evgenia Gvozdeva & Jane Williams
Progress: 0%
Module 3
availableManage
Respond to changing markets by adjusting managers, factors, sectors and exposures.
Release: Jun 8, 2026
Duration: 21 min
Speaker: Jon Eggins & Alex Cousley
Progress: 0%
Module 4
lockedImplement
Turn portfolio management into clear, measurable client outcomes that matter.
Coming soon
Duration: 29 min
Speaker: Neil Rogan
Progress: 0%