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.
Plan Your Stay
To further leverage the value and impact of this program, we encourage companies to send cross-functional teams of executives to Wharton. We offer group enrollment benefits to companies sending four or more participants.