Investment Strategies and Portfolio Management

The Wharton School

The Wharton School

Disclaimer

Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

Read more about Economics

Regardless of your specialization, economics surrounds you everywhere, and at some point in time, it will be necessary for you to understand the basic...

Read more about Marketing

Marketing courses will plunge you into the vast field of marketing. In these courses, you will learn a variety of topics that cover each stage of runn...

Read more about Operations

Operations management has recently become a crucial part of any company's framework. This complex process focuses on reducing organizational expenses ...

Reviews

Comprehensive course analysis

Essentials

  • What do past participants have to say about the course?
FREE
Individual needs analysis
Order for $ 20.00

Full

  • How many participants were promoted within three years after graduation?
  • How did this course affect participants' professional trajectories?
  • How many participants got their salary increased within two years after completing the program?
  • What do past participants have to say about the course?
FREE
Individual needs analysis
Order for $ 49.00

Who should attend

This program is designed for investment professionals and investment services providers, including:

  • Portfolio managers and analysts at mutual funds, pension funds, corporations, and institutions sponsoring and providing investment vehicles for their employees and beneficiaries
  • Corporate and individual retirement planners
  • Employees of insurance companies
  • Commercial bank employees with portfolio management responsibilities

The program also provides valuable insights to general managers, senior functional managers, and high net worth individual investors who want to manage their own investments or work more knowledgeably with professional managers. Cross-functional teams can also benefit from leveraging collective knowledge across a larger organizational footprint.

The faculty has expressly designed the program content to focus on the use of investment information, not its preparation, so even those with little or no experience in investment management will find the course content and its presentation comprehensible and practical.

About the course

As the global pandemic continues to upend nearly every aspect of our lives, the stock market veers from one extreme to the other. Investment professionals and portfolio managers are finding themselves awash in a sea of conflicting market signals and unprecedented uncertainty. Investment Strategies and Portfolio Management is essential for anyone who wants a clear-eyed view of investing in the time of COVID-19 and how to come out on top.

In this program, participants will create optimal investment portfolios that suit their needs and solidly accommodate risk, including small-probability risk. They will also learn how to critically evaluate investment management options using new data and how to unpack the macroeconomic outlook in the U.S. and internationally. This timely finance program is expertly designed to help investment professionals and financial advisors interpret and understand the market data and capitalize on the investment opportunities that are emerging today.

Program Experience

Highlights and Key Outcomes

In Investment Strategies and Portfolio Management, you will:

  • Receive new tools and techniques for creating profitable investment portfolios
  • Critically evaluate investment managers using the latest research
  • Gain a deeper understanding of how to account for financial risk, including the impact of unforeseen small-probability events like pandemics
  • Learn how to assess the stock market’s reactions to events using behavioral finance principles
  • Get an expert view of the predicted length and shape of an economic recovery
  • Understand the macroeconomic outlook both in the U.S. and globally

Experience & Impact

The once-in-a-century occurrence of a global pandemic has thrown an unexpected degree of volatility into the financial markets leading to greater investment uncertainty in numerous sectors. This is a time when much more is needed than conventional investing wisdom. Investment Strategies and Portfolio Management provides financial professionals with a powerful new strategic approach based on the latest Wharton research. In this program, Wharton faculty, who are world-class thought leaders in the world of finance, will explore a wide variety of investing topics — from enhanced portfolio theory to bond management, from hedge funds to private equity — all against the backdrop of the seismic changes the pandemic has wrought across the U.S. and global economies.

Participants will acquire the latest tools and techniques for designing optimal investment portfolios that serve people’s needs. You will also learn to effectively evaluate investment management options using newly available research data. Find out how investment managers are currently rated, what variables are used to assess their skills, and how to weigh these factors against the fees they charge. This is essential knowledge both for investors and for investment management firms looking to hire managers.

Risk management is a key topic in this program, including an analysis of small-probability, disaster-type events such as the global pandemic. Wharton professors will delve into why the standard measure of risk, often called volatility, is insufficient given the events the world has seen in 2020. They will discuss what is known as tail risk — extremely bad, infrequent occurrences — and describe how investment professionals can pick up early indicators and better manage such events.

You will also learn about behavioral finance, including how investors and the public tend to respond to unusual occurrences. Examine the market’s reaction to COVID-19 as compared, for example, to the typical reaction to excessive seasonal flu deaths. Behavioral finance can help investors better understand and anticipate dramatic increases or drops in stock prices.

Participants will expand their horizons when it comes to the macroeconomic outlook and policy uncertainty. What shape will the recovery most likely take? Where should you put your money when COVID-19 is deferentially affecting various regions? What are the international considerations as far as monetary policy and central banks? All of these questions, and more, will be discussed.

Balancing the historical with the visionary — yet practical above all — this program enables you to access the best minds in finance so you can steer with confidence through this uniquely challenging time.

Session topics include:

  • The Asset Menu
  • Enhanced Portfolio Theory
  • Performance Measurement vs. Skill
  • Evaluating and Rating Managers: Case
  • Behavioral Finance
  • Bond Management
  • Stock Markets vs. Bond Markets: Case
  • Advanced Asset Allocation
  • Risk Management
  • Private Equity
  • International Markets
  • Macroeconomic Outlook
  • Hedge Funds
  • Real Estate

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 Agrawal ...

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...

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 Johns ...

Krishna Ramaswamy

Education PhD, Stanford University, 1978; MBA, Duke University, 1973; BTech, Indian Institute of Technology, Kharagpur, India, 1971 Recent Consulting Investment Management, Bankers Trust, International Monetary Fund Academic Positions Held Wharton: 1985present (named Edward Hopkinson, Jr. Profess...

Joao Gomes

Education PhD, University of Rochester, 1997; MA, University of Rochester, 1996; BS, Nova SBE, Portugal, 1991 Background Professor Gomes has been at the Wharton School since 1997. His expertise lies at the intersection of macroeconomics and financial markets where he has taught several courses to...

Craig MacKinlay

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 Tim...

Videos and materials

Investment Strategies and Portfolio Management at The Wharton School

From  $6,800
Add coaching to your course booking

Coaching can personalize and deepen learning for you and your organization.


Something went wrong. We're trying to fix this error.

Thank you for your application

We will contact the provider to ensure that seats are available and, if there is an admissions process, that you satisfy any requirements or prerequisites.

We may ask you for additional information.

To finalize your enrollment we will be in touch shortly.

Disclaimer

Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

Read more about Economics

When it comes to dealing with the economical side of any business process, it is essential to build a basic framework for studying market analysis, microeconomic and macroeconomic concepts, and competition models. How can an organization's objectives...

Read more about Marketing

During Marketing courses, you will learn how to develop a business idea and create the right website to promote your product. You will gain the skills to analyze your business performance and make key decisions that improve the efficiency of your bus...

Read more about Operations

When it comes to operations control, whether you’re trying to optimize workflow or marketing and sales operations, you need to impact as many variables at once as possible in order to have a greater effect. However, it's not always that easy. How sho...

Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.

We are happy to help you find a suitable online alternative.