Portfolio Management

Portfolio Management is part of our Private Equity and Other Alternative Assets Certificate and can be taken independently. 

This course is designed to provide participants with both theoretical and practical frameworks in portfolio theory, building on concepts from foundations of finance and investments in financial markets.

Participants will learn to make informed decisions regarding investment mix and policy, match investments to objectives, manage asset allocation for individuals and institutions, and balance risk against performance. The course emphasizes the integration of theory with practical applications in today’s dynamic financial markets.

By the end of this course, participants will be able to:

• Understand key elements of investment theory and portfolio management,

• Apply portfolio management concepts to practical financial market scenarios,

• Build investment portfolios aligned with specific objectives,

• Analyze asset allocation strategies for individuals and institutions,

• Make informed investment decisions balancing risk and performance,

• Understand the decision-making processes of financial actors in portfolio management contexts.

The course develops participants’ investment and portfolio management competence by covering:

• Foundations of Portfolio Theory: Key concepts, models, and frameworks in investment and finance,

• Investment Analysis: Evaluating securities and asset classes for portfolio inclusion,

• Portfolio Construction: Techniques for selecting and combining investments to meet specific objectives,

• Risk and Performance Management: Measuring and managing risk, assessing portfolio performance,

• Practical Applications: Case studies and exercises simulating real-world portfolio management decisions,

• Decision-Making in Finance: Understanding the processes and considerations used by financial actors in portfolio management.

This course is ideal for:

• Finance professionals seeking to deepen their understanding of portfolio management,

• Managers aiming to make informed investment decisions,

• Professionals responsible for asset allocation and risk management in individual or institutional portfolios.

Marcelo Guidugli

Head of Advisory Europe | BTG Pactual Europe

Participants will receive a Certificate of Completion co-signed by the House of Training and HEC Liège. 

This module grants 5 ECTS credits, awarded solely to participants who choose to pursue the Private Equity Certificate.

Delivered in partnership with HEC Liège, a double-accredited (EQUIS & AACSB) management school, and the Luxembourg Private Equity & Venture Capital Association (LPEA), the programme blends academic rigour with market expertise. It is designed for professionals in Luxembourg who want to advance their careers or strengthen their company’s talent in private equity and alternative investments.

If you want to learn more about this program, please visit the dedicated page : Private Equity Certificate