Investment Strategies and Portfolio Management

The Wharton School

How long?

  • 5 days
  • online, in person

The Wharton School

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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

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 advance their careers and meet their clients' objectives.

Program Experience

Highlights and Key Outcomes

In Investment Strategies and Portfolio Management, you will:

  • 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

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...

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Investment Strategies and Portfolio Management at The Wharton School

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