POCLPortfolio Construction LabBuild, balance and stress-test a real portfolio
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English
Advanced
Face to Face
Instructor-Led Training
(F2F-ILT)
Virtual
Instructor-Led Training
(V-ILT)
COACHING
& MENTORING
(C&M)
Self-Paced
Learning
(SPL)
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Course Overview
Portfolio Construction Lab is a hands-on workshop for professionals who build and manage investment portfolios in real market conditions. Delegates work through the full construction cycle, from setting an asset allocation strategy to diversifying across asset classes to defend a portfolio against volatility. Rather than working through theory in isolation, participants build a model portfolio fro
Key Takeaways
1
Build a diversified, risk-adjusted portfolio from a defined set of client objectives
2
Apply correlation analysis to reduce concentration risk across holdings
3
Stress-test a portfolio against realistic market shock scenarios
4
Defend portfolio construction decisions with a clear, evidence-based rationale
5
Translate portfolio theory into a repeatable process for real client mandates
Certifications
LEORON - Professional Development Institute
LEORON is the leading corporate training and EdTech company in the EMEA region, with the most comprehensive learning and development solutions in all strategic corporate functions, including Corporate Finance, HR, Procurement and SCM, Technology, Quality, Operations and Engineering. Through instructor-led sessions, in-company training, and coaching, our faculty of experts deliver over 1200+ programs annually, while 25,000+ professionals are equipped with up-to-date relevant education and the latest tech solutions across the EMEA region.We help our valued clients with a wide range of services, including Training Needs Analysis, Competency Development and Assessment, and custom-built e-Learning solutions that cater to specific industries and knowledge areas.LEORON mission remains boosting competitiveness of our clients worldwide through continuous learning, while we strive to achieve our vision of becoming the best quality corporate training and EdTech Company in the EMEA and the world.Whether our clients are facing difficulties re-organising their brand, equipping their workforce with an extra set of skills or aiming to assess competencies within an existing structure, our development planning is a great solution.LEORON’s mission is to help our worldwide clients boost their competitiveness by improving the competency levels of their employees, through top quality training and development solutions delivered by unrivaled global experts and facilitated by the best training managers in the industry.
Course Outline
1. Asset allocation foundations - setting objectives, constraints and risk tolerance
2. Diversification strategy across asset classes and geographies
3. Correlation analysis and building resilience into a portfolio
4. Constructing a full model portfolio from raw inputs
5. Stress-testing the portfolio against market shock scenarios
6. Presenting and defending portfolio decisions to a review panel
Who Should Attend?
This workshop is designed for asset managers, investment analysts, and wealth advisors who build or advise on client portfolios and want a structured, practical refresher on allocation and diversification technique. It is particularly relevant for professionals preparing portfolios for review by investment committees or clients, where the ability to defend allocation decisions under scrutiny matters as much as the analysis itself.
FAQ
Do I need prior portfolio management experience?
This course is built for asset managers, analysts, and wealth advisors already working with client portfolios, so familiarity with core investment concepts is assumed.
How does this differ from LEORON's Wealth and Investment Management certification?
This is a focused, three-day practical workshop on portfolio construction specifically, while the CISI-aligned certification is a deeper five-day program covering the full wealth management discipline.
Can this be delivered as a private session for our investment team?
Yes, LEORON can arrange a dedicated corporate delivery of this workshop for your team, in Dubai or at your preferred location.