Applying modern theory to the investment process

Gain broader knowledge of modern portfolio theory and its applications in the investment process.

Led by Professor Narayan Naik, a widely experienced consultant to industry and groundbreaking academic, you examine investment management’s most important theoretical frameworks using cutting-edge research. Go further to look at the empirical evidence that supports these frameworks and identify the practical implications of each concept for increased portfolio performance.

Take part in a ‘live’ investment management simulation and a trading competition. Construct and manage your own portfolio and apply theory and concepts learned in class. Study and interpret the performance of your portfolio and present a report on its performance.

Attend every Tuesday evening (18.45 to 21.30) for ten weeks, and take your learning straight back to work the following day. Tutorials are available every other Thursday evening to consolidate your learning. You can attend these in person or remotely.

How this programme fits into the portfolio

This programme is the first in the Investment Management portfolio. As each programme builds upon learning from the previous, we recommended that you take them in the following sequence:

  1. 1. Equity Portfolio Management

  2. 2. Fixed Income Markets and Bond Portfolio Management

  3. 3. Derivatives: Markets and Models.

Why complete all three?

Complete all three programmes to become a member of the Executive Education alumni community, with exclusive access to an international network of business professionals.

Key details

  • Duration: One evening x 10 weeks
  • Next start: 29 Sep 2015
  • Fees: £4,800
  • Location: London
  • Programme start dates:


    • 29 Sep 2015*

*Fees subject to annual review

Contact Us

Contact David Ratcliffe, Programme Associate.


Tel: +44(0) 20 7000 7051

Other programme dates

Fixed Income Markets and Bond Portfolio Management:
27 January – 31 Mar 2015

Derivatives: Markets and Models:
05 May – 07 July 2015