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Transforming Your Portfolio

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INVESTING WITH PRECISION

Transforming Your Portfolio

The Transforming Your Portfolio course integrates an impact lens into portfolio construction and mandate creation across asset classes, enabling participants to examine metrics and benchmarks that align with outcomes, understand impact risk, and address accountability measures.

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State-of-the-Art Learning Platform

This course is offered on ImpactLearn’s digital learning experience platform, delivered in partnership with the XU Group. The platform delivers a modern, flexible digital learning environment that features short videos, quizzes, live sessions, interactive modules, personalized sessions, and Portfolio Lab templates that provide guidance for applied portfolio work. This platform design has an 80-90% completion rate, which is significantly above the e-learning average.

PRACTITIONER-FOCUSED

What Participants Learn

 

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Syllabus at a Glance

A roadmap to the core lessons and practical tools included in this course.

 

01

From Principles to Mandates

Investment policy and manager implementation.

 

02

Constructing with Purpose

Tools for portfolio design, metrics, and benchmarking.

 

03

Accountability

Risk, governance, verification approaches, and reporting practices.

 

04

Capstone

Draft an impact-aligned mandate or portfolio review using digital templates.

Course Structure 

Cohort structure with applied portfolio work, peer feedback, and instructor guidance.

What Participants Get

Real-world case studies and understanding of how to implement GIIN frameworks.

Advanced skills and knowledge for senior-level practitioners.

A badge of completion for successfully completing the course.

A structured roadmap for embedding impact into the full investment process, from thesis development and due diligence to measurement and ongoing performance management.

Hands-on tools and applied methods for evaluating opportunities, navigating trade-offs, and assessing real-world portfolio scenarios with rigor.

The capability to align portfolios with measurable outcomes, using IRIS+, IMP, and SDG-linked approaches to design, evaluate, and report on institutional-grade impact strategies.

Cost USD $1,599 (Course + Certificate Cost)    

Cost USD $2,199 ( Course + CFA Society (UK) exam token )

 

Who Should Enroll

Practitioners ready to apply an impact lens in portfolio construction and mandate creation across asset classes, as well as selected senior-level practitioners with advanced knowledge. Helpful in managing dedicated impact investment sections or entire portfolios, offering new insights into a holistic approach across both private and public market investments.

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See our other courses

Gain the insights and tools to turn purpose into performance.