How do portfolio managers direct the optimization symphony?

  • Author:
    Geoff Robinson
  • Level: 
    All levels
  • Study time:
    2-3 hours
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Course overview
This engaging series dives into the intricate world of portfolio management, revealing how skilled managers orchestrate their assets to create harmonious, high-performing portfolios. Each video in the playlist acts like a movement in a symphony, meticulously exploring different aspects of portfolio construction and management. From the foundational principles of diversification and risk management to advanced strategies in asset allocation and performance analysis, viewers will gain a comprehensive understanding of how portfolio managers navigate the dynamic financial markets.

Whether you're a budding investor or a seasoned finance professional, this playlist will enhance your appreciation of the art and science behind successful portfolio management. Join us to discover the meticulous techniques and innovative approaches that portfolio managers use to turn market chaos into a well-conducted financial masterpiece.

This playlist is available as part of our Premium Plus subscription tier.

What's included?

  • 25 videos
  • Understand how portfolio managers manage their portfolios.
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

This playlist is ideal for anyone interested in investment, from beginners to seasoned experts. It's particularly useful for aspiring investors, financial advisors, and students of finance, offering foundational knowledge and advanced insights into portfolio management. Whether you're starting your investment journey or looking to enhance your existing strategies, these videos provide valuable perspectives on managing successful portfolios.


 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.

Geoff Robinson

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
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 8x 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 
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Ryan Sterling

Thought leader, AI instructor, , financial influencer, 
Meet Ryan, our AI avatar at, a fusion of tech and human expertise. Crafted by Colossyan and mentored by our founder Geoff Robinson, Ryan embodies decades of experience. With Geoff's UBS background and 25+ years of teaching, Ryan delivers clear, engaging insights on digital assets. Fluent in 70+ languages, he breaks barriers for a global audience, offering expert guidance in the digital asset world.