Modern Portfolio Theory Explained: Risk, Return, and Optimization in Action
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Author:
Geoff Robinson -
Level:
Intermediate to advanced -
Study time:
1-2 hours
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Course overview
This playlist takes you on a structured journey through the science and art of portfolio construction. Starting with CAPM and the Efficient Frontier, it explores Modern Portfolio Theory, Arbitrage Pricing Theory, and advanced methods like Robust Optimization and the Black-Litterman Model. Each video blends conceptual clarity with practical modeling insight, including Excel-based demonstrations and real-world examples.
Whether you’re an aspiring analyst or a portfolio manager, this series bridges theory with actionable investment application—helping you design diversified, resilient, and data-driven portfolios that can adapt to uncertainty and outperform over time.
Whether you’re an aspiring analyst or a portfolio manager, this series bridges theory with actionable investment application—helping you design diversified, resilient, and data-driven portfolios that can adapt to uncertainty and outperform over time.
What's included?
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6 videos
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From CAPM to Black-Litterman—learn how modern portfolio theory evolves into real-world investment strategy.
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Insights from a #1 ranked data-driven analyst
Who should watch this playlist?
This playlist is ideal for finance students, investment analysts, and portfolio managers seeking to strengthen their understanding of modern portfolio construction and optimization. It blends academic frameworks with hands-on modeling, equipping viewers with both the theory and practical tools to manage risk, return, and diversification effectively.
Why TheInvestmentAnalyst.com?
We are the only training house that is able to bring top-ranked analyst experience into your classroom. We buck the trend. Most training businesses recruit junior ex-bankers to become their trainer. Our instructors cut their teeth teaching and then gain senior experience with investment banks.
We believe, you could not be in better hands.
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Geoff Robinson
FCA FMVA MFM
Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #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. He brings this passion to TheInvestmentAnalyst.com.
Who we are
Our investment training consultancy aims to empower professionals in the investment management industry by providing comprehensive and innovative training solutions. Through instructor-led sessions and cutting-edge digital resources, we aim to equip individuals with the knowledge, skills, and tools necessary to excel in their roles and navigate the ever-evolving landscape of investment management.
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