International Foundation of Employee Benefit Plans

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About the course

The Advanced Investments Management program is a 3½-day intensive program that emphasizes our commitment to setting the highest quality standards in investment management education. This thorough and rigorous program is designed to build upon what is learned in the Portfolio Concepts and Management program or participants’ existing knowledge base and experience. The program is for individuals who have a solid grasp of investment management fundamentals and seek to learn more.


  • Introduction and Performance Analysis
  • Advanced Bond Management
  • Advanced Asset Allocation
  • Evaluation of Managers
  • Real Estate in a Pension Fund Portfolio
  • Alternative Investments: A Discussion and Overview of Hedge Funds
  • International Investing
  • Pension Fund Valuation in the New World of Risk
  • Macroeconomy
  • Investment Policy


This program is for those who have a solid grasp of investment management fundamentals and seek to learn more or have taken the Portfolio Concepts and Management program and are looking for the “next step.” It is assumed participants will already understand the basic principles of portfolio theory, performance evaluation and risk/return.

While there are no formal prerequisites for this program, those without prior knowledge of fundamental investment theory will most likely find this program too advanced and are encouraged to register for the Portfolio Concepts and Management program.

Who should attend

Fiduciaries from both defined benefit and defined contribution plans who represent various industries, sizes and geographic areas (United States and Canada), including

  • Multiemployer and public plan trustees
  • Administrators and staff
  • Corporate officers and executives
  • Finance personnel
  • Investment professionals.

Trust the experts

Jeffrey Jaffe

Education PhD, University of Chicago, 1972; MBA, University of Chicago, 1971; BA, University of Chicago, 1968 Career and Recent Professional Awards; Teaching Awards Outstanding Professor Award, Evening School, 1990 Academic Positions Held Wharton: 1973-present. Jeffrey F. Jaffe and Anup Agr...


Christopher Geczy

Chris Geczy has been on the Finance Faculty at Wharton since 1997 and is Academic Director of the Jacobs Levy Equity Management Center for Quantitative Financial Research. He is also Academic Director of the Wharton Wealth Management Initiative at Wharton Executive Education. He has a B.A. in eco...


Todd Sinai

Education PhD, Massachusetts Institute of Technology, 1997; BA, Yale University, 1992 Career and Recent Professional Awards; Teaching Awards Journal of Urban Economics Highly Cited Author Award, 2009 Edwin S. Mills Best Paper Award, 2004 HUD/AREUEA Best Paper Award, 2001 Academic Positions ...


Gordon Bodnar

Expertise Topics Corporate Finance Economics International Financial Markets International Finance Multinational Corporations Background and Education Dr. Bodnar is the Morris W. Offit Professor of International Finance. He has been the Director of the International Economics Program at Joh...


Geoffrey Gerber

As founder of Twin Capital Management, Dr. Gerber is responsible for overseeing the management of the firm and the entire investment process and is recognized as a specialist in institutional quantitative investment management. Dr. Gerber is a faculty member for the Aresty Institute’s Wharton Exe...


Olivia Mitchell

Dr. Olivia S. Mitchell is the International Foundation of Employee Benefit Plans Professor, as well as Professor of Insurance/Risk Management and Business Economics/Policy; Executive Director of the Pension Research Council; and Director of the Boettner Center on Pensions and Retirement Research;...


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