I found it really interesting, giving a good broad overview and it was very interactive. I felt as if I was actively learning and they gave you all the resources which was really useful. I feel much more confident in my understanding now and have hands on experience at doing a multitude of different roles. I really enjoyed all the model answers and think they can be used as really good resources.

I’d rate the overall experience as Very Good (4/5). The tasks provide a useful introduction to investment analysis, particularly portfolio construction, risk/return analysis, and fixed-income concepts. The practical, scenario-based approach makes the material engaging and relevant to real-world investment management.

The tasks moved from technical portfolio construction (Sharpe ratio optimization, covariance matrices) to a more strategic, research-based exercise (synthesizing industry reports into client-facing insights). That combination gave a realistic sense of how asset management roles blend quantitative and communication skills.