Further Portfolio Management

Through this course, participants will learn of how to apply traditional portfolio management theories by and enhance their advisory communication to their clients.


For individuals new to the financial markets with a basic understanding of accounting.

Learning Outcomes

By the end of the session, participants will:

  • Understand how capital is allocated across primary and secondary markets
  • Recognise the 9 steps to execute portfolio management
  • Know how to achieve client objectives (return and risk) while adhering to their constraints
  • Explore the Efficient Frontier
  • Understand correlation to help portfolio diversification
  • Learn to explain asset allocation and performance attribution to clients

Course Content

Evaluating Portfolio Performance

  • Macro portfolio attribution
  • Micro performance attribution
  • Reference: Evaluating portfolio performance – global performance evaluation

Focus on The Client: KYC

  • Client investment objectives
  • Core and satellite strategy
  • Examples of core and satellite portfolio strategy and case study


of our clients would recommend Alpha to a colleague or peer


of a cohort was promoted within 2 years after participating in an Alpha course.


of participants felt more confident in their role, following an Alpha commercial leadership course.

Why study with Alpha?

Innovation and creativity born from experience

We are thought leaders in instructional and learning journey design and holistic solution architects. We have extensive finance and investments experience combined with skills application to deliver performance improving results. We develop immersive learning environments that maximize time to productivity, support talent retention and added value to improving quality of hires.

Knowledge Exchange Evangelists

We are focused on mining the embedded organisational intellectual capital for the benefit of the next generation. We create and curate best in class practice gathered from our experience with the leading financial institutions. We design our programmes with the end in mind – what results are you trying to achieve with this intervention? What metrics will we set ourselves to achieve that?

Generation Proof

Quality and innovation, using current market and industry best practices, have made us a trusted partner in delivering dynamic and motivating training for the financial and capital markets. Our programmes are generation proof and responsive to evolving learner needs and styles. Our solutions use a multi-stakeholder engagement strategy that expands beyond relationships between the learner and learning provider. We create connections with managers, peers and the wider business to drive impactful return on investment..

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The team are so friendly and pleasant to work with, everyone is very professional and keen to help us. Building a relationship over the past couple of years helps us to feel like the Alpha team are even more able to understand our needs and provide more proactive solutions.
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