Certificate of completion issued to
John Joseph
For completing
Portfolio Construction Pathway
Completion date
11 Apr 2023
Delivered by
Accredited for
Certificate ID
2d6ee8c19fa5992e29b67d6136b8d656
Join now to learn
Our pathways are only available to subscribers. Access this and 100s of other pathways by signing up.
About Portfolio Construction Pathway
3 Learning modules
31 minutes of learning
4.8 rating
Competent level
Portfolio construction is far much more than simply selecting stocks or assets to invest in. It is the process of understanding how different asset classes, funds and weightings impact each other, their performance and risk and how decisions ladder up to an investor’s objectives.In this pathway Trevor Pugh and Alex Struc will guide you through the key pillars of effective portfolio construction, such as assembling the core portfolio and then when to make adjustments, as well as risk management and then assessing how well your portfolio performed.By the end of this pathway you will know how a portfolio is constructed as well as how to manage one and compare it to others.
In this pathway
Understand portfolio construction
Assemble a core portfolio
Manage risk and assess performance
Pathway experts
Trevor Pugh
20 years: Trading & hedge funds
Trevor has worked in finance since 1995. He started his career in investment banking after studying Law at Cambridge and taking a Masters Degree in Financial Services from University College Dublin. Trevor spent 18 years at Barclays investment bank where he became a Managing Director and head of Gilt trading. He currently works as Chief Operating Officer for a hedge fund.