Portfolio Management I:
What do Portfolio Managers Do?
  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    150 minutes
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Course overview
This playlist explores the full investment process, from understanding risk, return, and diversification to constructing portfolios, generating alpha, and applying valuation techniques. It covers key concepts like volatility, beta, and hedging, while also introducing data-driven approaches and real-world portfolio management strategies for building resilient, high-performing investment portfolios.
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Overview & Learning Outcomes

What's Included?

  • 14 videos
  • Master the art and science of building resilient portfolios and making smarter investment decisions.
  • Insights from a #1 ranked data-driven analyst

Who is this for? 

Designed for aspiring and early-career investment analysts, portfolio managers, and finance professionals, this playlist suits learners seeking practical understanding of portfolio construction and decision-making. It is ideal for those transitioning from theory to application, including students, career switchers, and professionals aiming to strengthen investment judgment and analytical skills.

Why is this important?

Each programme is structured as a clear, chronological playlist, guiding you through concepts step by step so you can build understanding properly. Learn at your own pace, revisit material when needed, and develop skills in a logical sequence designed to support long-term mastery.

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Geoff Robinson
FCA FMVA MFM

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 10x #1 ranked analysts EMEA Institutional Investor Survey.
ABOUT Geoff
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 10x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. 
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