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International Foundation of Employee Benefit Plans

Portfolio Concepts and Management

Wharton School
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Description

Portfolio management is a complex task with numerous decisions on how to allocate money in your fund. Portfolio Concepts and Management provides the core principles of portfolio theory and investment performance measurement, offering practical tools and experiences to help you make reliable investment management decisions. This program offers lecture/discussion sessions, problemsolving exercises and small-group case study sessions in a 3½-day format. Grow confidence in your ability to evaluate investments with a broad, fundamental understanding of investment products and practices.

Outline

  • Introduction and Overview of Financial Assets
  • Fundamentals of Portfolio Theory
  • Performance Evaluation
  • The Current Markets
  • Matching Assets and Liabilities in Public Pension Plans
  • Macroeconomic Issues and Financial Markets
  • Fundamentals of Valuation
  • Asset Allocation and Impacts of Risk on Return

Benefits of Attending

  • 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.
  • Learn from world-class faculty who are skilled educators and researchers, award-winning authors and leading authorities.

Who should attend

This program is intended for those who have little experience with investment-related course work.

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 fund staff
  • Human resources and benefits professionals
  • Corporate officers and executives
  • Finance personnel
  • Investment professionals

Experts

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 ...
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...
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...
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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