The Portfolio Structure and Frameworks course is a foundational institutional course maintained by the Vanward Institute for Advanced Investment Studies.
The course develops portfolio level thinking used by professional traders and investors. Instruction focuses on how individual positions interact, how capital is allocated across opportunities, and how overall exposure is structured to achieve controlled, repeatable outcomes.
The course builds directly on risk management and position construction and prepares participants for execution focused study.
Course Scope
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Course Focus
The course develops institutional portfolio construction discipline.
Course focus areas include:
- Portfolio level risk and exposure aggregation
- Diversification and correlation awareness
- Capital allocation across positions
- Concentration, overlap, and hidden risk
- Portfolio behavior across market regimes
- Distinction between portfolio management and isolated trade selection
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Learning Outcomes
Upon completion, participants are able to:
- Structure portfolios using institutional frameworks
- Understand interaction effects between positions
- Control aggregate exposure and drawdown risk
- Allocate capital systematically across opportunities
- Prepare for execution focused implementation
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Structure and Duration
The course follows a structured online format with a target completion period of four to six weeks.
Participants progress through defined modules at their own pace within the Institute’s academic framework.
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Assessment
Assessment is based on portfolio construction exercises and written justification of allocation decisions. Evaluation emphasizes structure, coherence, and risk discipline rather than performance outcomes.
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Tuition
Tuition for the course is 1,199 USD.
Enrollment is confirmed upon receipt of tuition payment.
Intended Participants
The course is intended for individuals who:
- Have established trade level risk discipline
- Want to manage exposure at the portfolio level
- Seek institutional portfolio construction frameworks
- Plan to continue into execution and implementation coursework
Enrollment
Enroll in the Risk Management and Position Construction course.
Enrollment is processed on a rolling basis.
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All information submitted is used solely for enrollment purposes.
The Institute does not share participant data with external parties.
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