Introduction

Portfolio management today extends beyond selecting individual investment products. It involves constructing portfolios that reflect client goals, time horizons, risk appetite, and evolving market conditions. This program introduces the fundamentals of portfolio management from a construction and advisory perspective, helping professionals understand how portfolios are designed, monitored, and adjusted to deliver sustainable outcomes for clients and organizations across market cycles.

Keywords

Portfolio management, portfolio construction, asset allocation, risk profiling, diversification, investment strategy, advisory approach

What You Learn

1

Core principles underpinning portfolio management and asset allocation. 

2

The role of risk, return, and diversification in portfolio design. 

3

How investment objectives and time horizons shape portfolio structure. 

4

Portfolio construction approaches across different life stages and client needs. 

5

Methods for monitoring portfolio performance and identifying deviations. 

6

The purpose and mechanics of portfolio rebalancing over time.

This Is For You If

You are a professional working in advisory, relationship management, or investment-linked roles, or seeking a structured understanding of portfolio concepts to support client and business discussions.

How You Benefit

Develop a disciplined, goal-oriented approach to portfolio discussions. 

Improve confidence when engaging clients on risk and asset allocation. 

Enable more outcome-focused conversations around long-term investing. 

Support investment decisions that align objectives with market realities.

The Silver Brook Advantage

End-to-End Program Management

Every program is managed end to end by the SB team through reminders, attendance, assignments, mentorships, and tests.

Going the Extra Mile

Each program is designed and delivered with a focus on maximizing learning outcomes and achieving the terminal objectives.

The Personal Touch

Our programs are tailor-made to our partner organizations and their individual learners.

Integration across Disciplines

Programs across Life Skills, Leadership, Business, and Technology for all industry sectors.

Why Learn from

Silver Brook

22,000

programs conducted in nearly 2 decades.

80%

of our clients are Fortune 500 companies.

87

out of 100 learners recommend our programs to others (NPS score).

510,000+

professionals have leveled up their skills and mindsets.

50%

of our programs are mandatory for some clients’ employees.

73%

of clients repeat our programs.

1000

years of collective experience in planning and upskilling.

50%

of our faculty have been ex-leaders in the corporate world.

27

countries and growing.

Get it

Customized

Call us to talk to one of our learning advisors about your upskilling requirements or use the form below to send us a message.