Investment Strategies and Portfolio Management

Investment managers are facing unprecedented change on many levels. The growing number and complexity of asset classes, disruptive worldwide economic and regulatory environments, emerging technologies, and shifts in investor behaviors and preferences make it challenging to keep knowledge and skills current.

Investment Strategies and Portfolio Management addresses all of these concerns, leveraging the research and theories of Wharton’s renowned finance faculty with practitioner experience and expertise. The program provides a solid understanding of today’s investment landscape and the tools and theories for developing and measuring the performance of portfolios. It then looks closely at specific asset classes. Participants will gain a solid foundation that will help them meet their clients’ objectives and advance their careers.

Portfolio Management Program Highlights & Benefits

• Increase your understanding of modern portfolio theory and behavioral finance
• Improve your ability to measure investment performance
• Learn new asset allocation tools
• Recognize when to choose active managers versus passive investments
• Understand the opportunities and risks of bonds, hedge funds, private equity, real estate, international markets, and derivatives
• Better navigate and manage for risk
• Gain insights into the global economy and potential future market disruptions

Experience & Impact

Investment Strategies and Portfolio Management offers a comprehensive learning experience, bringing participants up-to-date on investment big picture concerns and on specific asset classes.

Wharton’s Finance faculty provide actionable theories and practical tools for addressing asset allocation, risk management, performance measurement, and investment policies, as well as for dealing effectively with today's more knowledgeable and active investors.

Then the program explores individual asset classes. Wharton’s finance experts share their knowledge of bonds, hedge funds, private equity, derivatives, real estate, and international markets in sessions designed to help participants better understand when to include these investments in their portfolios.

Industry experts offer real-world experience and expertise, helping participants understand how theories and frameworks can be put into practice. They also explore the impacts of emerging technology on the industry, including algorithmic and high-frequency trading. In addition, each session captures the experience and insights of the internationally diverse group of participants who represent a wide range of investment backgrounds and philosophies.

Session topics include:

• Modern Portfolio Theory
• Performance Measurement
• Evaluating Managers and Strategies
• Advanced Asset Allocation
• Investment Policy
• Outlook for the Economy and Navigating Its Risk

This program is also eligible to be part of the Wharton General Management Program. The General Management Program (GMP) is a unique opportunity for successful executives to accelerate their potential by infusing new knowledge and to prepare for new challenges ahead. With the help of our professional executive coaches, the program allows you to tailor your learning journey to your specific needs. The General Management Program consists of six open-enrollment programs, including two electives. GMP is designed to be completed over two years, but you may complete it in only two trips to Wharton's Philadelphia campus by enrolling in multiple programs. At the completion of your program, you will receive a certificate to acknowledge your distinguished accomplishment as well as Wharton alumni status.