Certificate of completion issued to
Dorota Masiulione
For completing
Portfolio Construction Pathway
Completion date
31 Jul 2026
Delivered by
Accredited for
Certificate ID
80ecc948db5f8249f22be8f4577ebcb6
Join now to learn
Our pathways are only available to subscribers. Access this and 100s of other pathways by signing up.
About Portfolio Construction Pathway
3 Learning modules
31 minutes of learning
4.7 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
Trading and Hedge Funds Expert
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.
Alex Struc
Asset Management Expert
Alex is a fixed income investor with deep credit expertise. His work on liquid impact investing, deep expertise in financial markets, and a strong belief in the power of scalable frameworks to outperform and foster positive change drove him to found GOALSFIRST with a single vision of unlocking the full value of finance for change. Prior to founding GOALSFIRST, Alex managed credit assets for PIMCO for nearly fifteen years, including the firmwide exposure to financials and the world largest bank capital fund. In 2014 he was named FN’s 40 under 40 asset managers for his work in this sector. In his earlier years, he built the firm’s European bank loan business and positioned PIMCO as a liquidity provider in that space by introducing relative value trading to this seemingly illiquid asset class.