Certificate of completion issued to
Joe Cannon
For completing
Portfolio Construction Pathway
Completion date
26 Mar 2024
Delivered by
Accredited for
Certificate ID
2f32f27fa0087cb84c146332e7907103
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About Portfolio Construction Pathway
3 Video 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.