Investment Portfolio: Construction and Management

View Classes

Learn how to construct and manage your own investment portfolio in Sydney.

If you have an investment portfolio or are looking to build a portfolio from cash, this course will outline an investment framework for you to consider using techniques from some of the most successful Chief Investment Offices globally.

Each individual, family and organisation have different investment time frames, return objectives and risk constraints therefore no universal portfolio exists that is suitable for all investors. In light of that, this presentation will step you through a methodical process to help you to build a portfolio designed to maximise the chances of achieving your desired objectives, whatever they may be.

This course is designed to give you an understanding of different investment philosophies and approaches used by large professional organisations to gain exposure to a globally diversified investment portfolio and demystifies how some professional organisations approach the construction of a globally diversified portfolio. It will teach you the philosophy supporting a Chief Investment Office (CIO) and the theory behind adopting an institutional investment approach.

This course advocates using an institutional investment approach rather than that of a DIY part time stock picker.


By the end of this presentation you will

  • be able to apply smart techniques used by the some of the most successful Chief Investment Offices globally to your own portfolio.
  • have the knowledge necessary to access research and investments that may add additional performance and/or cost savings to your investment accounts
  • understand your options and be able to carefully analyse where and how to access advice and investments.
  • appreciate the complex world of financial markets and the financial intermediaries who can be both a positive and negative influence on the achievement of an investors objectives.
  • know how to build a portfolio in the most cost effective and efficient manner to ensure that more of your money remains in your portfolio and not in an intermediary’s hands.
  • be able to effectively measure the success of your decisions.

Ideal for

This lecture is designed for everyone who has or is thinking of building an investment portfolio.

Course content

  • The value of making smart decisions
  • How to conduct portfolio analysis by using the example of the Yale and Harvard endowment funds, family offices, large industry superannuation funds and the sovereign wealth fund of Australia: the Future Fund.
  • Understand the different structures that are available to help you to reduce unnecessary costs.
  • Discuss the various cost propositions in the market from financial intermediaries and investment managers.
  • Learn how to measure and benchmark your portfolio against peers and against your stated objectives.
  • Diversification in context and how to practically apply this poorly understood concept.
  • Portfolio solutions available in the Australian marketplace.

Please bring to class

  • A notepad and pen

We provide

  • Digital handouts


The information provided in this course is general in nature and does not constitute advice.

Other information

  • This course does not provide advice on how to invest in single stocks.

Avoid disappointment. Enrol early.

Please ensure that you have given a valid email and mobile number as all course changes will be communicated via sms or email.

This course has no current classes. Please join our waitlist and we will notify you when we have places available. Join Waitlist

This course has no current classes. Please join our waitlist and we will notify you when we have places available. Join Waitlist

Course testimonials:

  • said: Interaction with audience Very good content and with take away notes Could have some focus on minimising tax

  • said: The Tutor seemed very knowledgeable and up to date with the latest thinking in the investment industry. Answered all questions well. One problem, not the Tutors fault, was there was a very wide difference in the knowledge and experience of students within the classroom group.

  • said: How to get started - answer some questions to make a plan

Share this course