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Templates

Portfolio construction

Stage 1
Strategy & allocation
Set investment objectives
Define return goals, time horizon, liquidity needs, and risk tolerance.
Strategic asset allocation
Determine target weights for Equities, Fixed Income, Alternatives, Cash.
Stage 2
Security selection
Equity selection
Screen stocks/ETFs for equity sleeve. Diversify by sector/geo/style.
Fixed income selection
Select bonds based on duration, credit quality, and yield curve position.
Alternative assets
Add non-correlated assets (Real Estate, Commodities) for diversification.
Stage 3
Optimization & launch
Portfolio optimization
Model expected returns & volatility. Optimize weights for Sharpe ratio.
Implementation & monitoring
Execute trades. Set rebalancing triggers and drift alerts.

Template info

Portfolio construction

End-to-end workflow for building a diversified investment portfolio from scratch, including objective setting, asset allocation, security selection, optimization, and ongoing monitoring.

by ThesisBoard

Neutral
Type:Portfolio
Category:Portfolio Construction
Asset class:Multi-Asset

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