Core Skills

Portfolio Management

Ideas matter. Allocation decides.

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Our learning pathways provide a structured, step-by-step approach to mastering each subject, helping you build strong foundations and progress with clarity and confidence.

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TheInvestmentAnalyst.com is a global investment education and training business founded by Geoff Robinson, formerly a 10x Number 1 ranked analyst, and UBS Managing Director. Our InsightOne App is designed for individuals to develop real-life investment analysis skills through AI-powered coaching, market simulation and interactive data tools. Our In-Person Training delivers expert-led programmes for universities, corporate teams and financial institutions worldwide.