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Wharton School of Business

International Foundation of Employee Benefit Plans: Investment Courses

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Recognizing the complexity of effective investment portfolio management, Wharton and the International Foundation of Employee Benefit Plans together are offering courses to help investment and benefits professionals more strategically manage risk and their organization’s investment portfolios.

Four programs are offered on a rotating basis at either Wharton’s Philadelphia or San Francisco campuses. These programs are designed to broaden your understanding of the markets and your fiduciary responsibilities, strengthen your portfolio oversight, and provide the knowledge and tools to make more informed investment decisions.

Program Highlights & Benefits

Through the IFEBP-Wharton programs, you will:

  • Learn the core concepts and tools needed for effective portfolio oversight
  • Obtain a solid grounding in the principles of modern portfolio theory
  • Enhance your ability to assess the strategic impact of the moves of your competitors and how to maintain competitive advantage
  • Learn the intricacies of alternate investment strategies, from real estate and hedge funds to private equity

Experience & Impact

Wharton faculty — led by Jeffrey Jaffe, PhD, an expert on corporate finance, investments, and money management — will apply their field-based research and the latest strategic insights to give you a strong foundation, theory, and practical application of investment management.

Each program offered is an independent unit that may be completed in any sequence, although we strongly encourage individuals with little investment programs experience to complete the Portfolio Concepts and Management program as a foundation prior to attending others.

Portfolio Concepts and Management

Through lectures, exercises, and participation in an interactive case study, you will examine the latest thinking in portfolio investment and grow your confidence in your ability to evaluate investments with a broad, fundamental understanding of investment products and practices.

Overall, you will:

  • Learn the fundamental concepts needed for effective portfolio oversight.
  • Obtain a solid grounding in the principles of modern portfolio theory.
  • Gain practical experience needed to make sound investment management decisions.
  • Apply what you have learned in an interactive case study.

Advanced Investments Management

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.

Overall, you will:

  • Engage in a thorough and rigorous program that builds on participants’ existing knowledge base and experience.
  • Learn the latest trends in performance analysis and management.
  • Discuss advanced asset allocation topics.
  • Apply what you have learned in an interactive case study.

Who should attend

International Foundation of Employee Benefit Plans: Investment Courses is designed for International Foundation member trustees and other benefit professionals with varying levels of knowledge and experience, including administrators and staff, human resources and benefits professionals, corporate officers and executives, and finance personnel and investment managers. The courses also attract investment professionals and multiemployer and public plan trustees in both the U.S. and Canada.

Participants leave the program with an expanded peer network, plus specific tools and frameworks they can use to be more effective administrators and investment managers. They also gain new insight into the global marketplace and how it impacts their funds’ investment strategy.

Fluency in English, written and spoken, is required for participation in Wharton executive education programs unless otherwise indicated.


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...
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...
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 ...
Education PhD, University of Chicago, 1985; MBA, University of Chicago, 1983; MBA, University of Western Ontario, 1980; BS, University of Western Ontario, 1978 Career and Recent Professional Awards; Teaching Awards Oxford University Press Century Publication Celebration 100 Best Papers of All ...
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