Funds Portfolio Construction

Course Overview

In this module, we will explore the intricacies of constructing portfolios within private capital funds. Learners will gain insights into the key steps involved in crafting a private capital fund portfolio, understanding the contributing factors to achieve optimal returns, and navigating the trade-offs inherent in portfolio construction. The module also explores asset allocation strategies, considerations, and tools, emphasising the role of diversification in managing risk. Special attention is given to private capital funds, the advantages of the secondaries market, and the complexities of risk assessment in emerging markets.

Key Takeaways

• Evaluate the key steps in fund portfolio construction
• Analyse the portfolio construction elements required to achieve returns
• Apply asset allocation strategies and tools
• Discuss risk assessment and management of private capital funds
• Discuss the benefits of funds secondaries markets.