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Transforming Your
Portfolio Course

INVESTING WITH PRECISION

Transforming Your Portfolio for Measurable Impact

Integrate an impact lens in portfolio construction and mandate creation across asset classes, examine metrics and benchmarking to align with outcomes, understand impact risk, and address accountability measures.

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State-of-the-art learning platform:


This course runs on ImpactLearn’s digital learning experience platform, provided in partnership with the XU Group, giving you a modern, flexible, AI enhanced environment. Short videos, quizzes, interactive modules, live sessions, and Portfolio Lab templates provide guidance for applied portfolio work.
 

PRACTITIONER-FOCUSED

What You’ll Learn

 

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Syllabus at a Glance

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

01

From principles to mandates

Asset‑owner 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 memo using XU‑powered templates.

Course Structure 

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

Who Should Enroll

Useful for those managing dedicated impact investment sections or entire portfolios, offering new insights into a holistic approach across both private and public market investments 

WHAT YOU GET

Reusable templates, checklists, and a portfolio artifacts you can refine at work, plus recognition of completion when requirements are met.


Each participant who successfully completes a course is awarded a personalized ImpactLearn certificate that can be showcased on job boards and professional platforms like LinkedIn. Participants will also be prepared to sit for the CFA UK’s Certificate in Impact Investing exam. 

Cost $1,599.00 US.   

 

 

 

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Check out our other courses

Gain the insights and tools to Turn purpose into performance.

 

 

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Each participant who successfully completes a course is awarded a personalized ImpactLearn certificate that can be showcased on job boards and professional platforms like LinkedIn

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Transforming Your Portfolio 

Introduction to Impact Investing

Contact Us

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Media Inquiries:

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