Portfolio Structure and Frameworks – Curriculum
Curriculum Orientation
The curriculum develops institutional approaches to portfolio construction and exposure management. Instruction focuses on how professional traders and investors structure portfolios, aggregate risk, and allocate capital across opportunities using disciplined frameworks rather than isolated trade thinking.
The course is designed for individuals who have established trade level risk discipline and seek to manage exposure coherently at the portfolio level prior to execution focused implementation.
Curriculum Structure
The curriculum is delivered online through a structured sequence of six modules. Modules progress from portfolio level concepts to applied exposure and allocation frameworks. The course establishes portfolio discipline without overlapping with subsequent coursework in trade execution and implementation.
Curriculum Modules
Module 1
- Institutional view of portfolios
- Difference between trades and portfolios
- Why professionals manage exposure holistically
- Common retail portfolio construction errors
Module 2
- Portfolio level risk concepts
- Aggregation of trade level risk
- Drawdown behavior and exposure clustering
- Portfolio volatility and stability considerations
Module 3
- Diversification and correlation
- True versus perceived diversification
- Hidden concentration and overlap
- Managing correlated exposure
Module 4
- Capital allocation frameworks
- Balancing opportunity and risk
- Exposure limits and constraints
- Consistency versus opportunistic allocation
Module 5
- Portfolio behavior across market regimes
- Adjusting exposure in changing conditions
- Risk concentration during volatility shifts
- Maintaining structural discipline
Module 6
- Institutional portfolio mindset
- Process driven allocation decisions
- Separating portfolio quality from outcomes
- Preparation for execution and implementation coursework
Assessment Orientation
Evaluation is based on structured portfolio construction exercises and exposure analysis scenarios. Assessment emphasizes coherence of structure, clarity of allocation logic, and discipline of risk aggregation rather than performance outcomes.
Capability Outcomes
Participants completing the curriculum develop the ability to:
- Structure portfolios using institutional frameworks
- Aggregate and control exposure across multiple positions
- Manage correlation and hidden concentration
- Allocate capital systematically
- Prepare for professional grade trade execution