View all programs within: Business Acumen, Finance & Wealth Management

Investment Strategies and Portfolio Management

Oct 10, 2016 - Oct 14, 2016Philadelphia, PA$10,250
May 08, 2017 - May 12, 2017Philadelphia, PA$10,250

Program Overview

As a finance or investment professional, change and challenge are constant, particularly in this volatile, complex marketplace. You are presented with diverse opportunities in emerging markets, real estate, hedge funds, derivatives, and other alternative investments. As the choices increase, shaping and monitoring investment portfolios becomes more complicated. Which investments will generate the highest returns without exposing you to excessive risk?

In Investment Strategies and Portfolio Management, you will learn how to evaluate this fundamental issue and manage related risk to increase your effectiveness as an investment professional for your clients and your organization. This program examines specific investment areas such as stocks, bonds, derivatives, real estate, and global investments, giving you a solid foundation from which to build optimal investment portfolios and make better investments.

You will learn to:

  • Manage investments more effectively.
  • Apply practical frameworks and tools for better asset allocation.
  • Understand risks and opportunities offered by derivatives, hedge funds, real estate and alternate investments.
  • Work more effectively with portfolio managers.
  • Understand the concept of behavioral finance.

Impact & Experience

Through the Investment Strategies and Portfolio Management program, you will increase your effectiveness as an investment professional and gain financial tools you can immediately put to use for your clients and your organization.

Wharton’s Finance faculty facilitates highly interactive dialogues that demonstrate hands-on applications of portfolio and investment strategies. They, along with noted industry experts, examine current issues such as the market outlook, investing in emerging markets, alternative investments, and hedge funds. All content is designed for you to use practically and effectively once you leave the classroom.

Among the diverse program sessions, topics include:

  • Modern Portfolio Theory
  • Behavioral Finance
  • Real Estate Investment
  • Bond Management Duration, Immunization and Credit Risk
  • Equity Market Valuation

Who Attends This Program

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.

To extend the impact of Investment Strategies and Portfolio Management, we encourage companies to send cross-functional teams of executives to Wharton. We offer group enrollment benefits to companies sending four or more participants to this program.


  • Jeffrey F. Jaffe, PhD

    Academic Director

    Associate Professor of Finance, The Wharton School

    Research Interests: Corporate finance, investments, money management, and the effects of information on the behavior of security pricesSee Faculty Bio

  • Gordon Bodnar, PhD

    Director, International Economics Program, SAIS, Johns Hopkins University

    Research Interests: International finance, corporate financeSee Faculty Bio

  • Christopher Geczy, PhD

    Adjunct Professor of Finance; Academic Director, Wharton Wealth Management Initiative; Academic Director, Jacobs Levy Equity Management Center, The Wharton School

    See Faculty Bio

  • Joao Gomes, PhD

    Howard Butcher III Professor of Finance, The Wharton School

    Research Interests: macroeconomics and financial markets, quantitative corporate finance, corporate investment and financingSee Faculty Bio

  • A. Craig MacKinley, PhD

    Joseph P. Wargrove Professor of Finance, The Wharton School

    Research Interests: Asset pricing models, behavior of futures prices, econometric modeling, stock market behaviorSee Faculty Bio

  • Krishna Ramaswamy, PhD

    Edward Hopkinson, Jr. Professor of Investment Banking; Professor of Finance, The Wharton School

    Research Interests: Investment management in equity and bond markets, options and futuresSee Faculty Bio

Program Logistics

Tuition for Philadelphia programs includes lodging and meals. Prices are subject to change. Contact a member of the Wharton Executive Education Client Relations team for more information on course specifics and to discuss how this program can meet your professional development needs. Please contact them by email or by phone at +1.215.898.1776.

Plan Your Stay


“I’ll have more confidence in discussing the major topics such as asset management. Also, l’ll be clearer (back up with facts) when asserting opinions on asset allocation.”
— Analyst, Investment Banking Firm

“I'll be better able to make educated assessments of our investment policy and asset allocations.”
— Manager, Municipal Retirement Plan

“Professor Jaffe was terrific! His teaching style is wonderful. He is interesting and involved. I really liked his teaching style!”
— Technical Manager, Insurance Company

View all programs within: Business Acumen, Finance & Wealth Management

Back To Top