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.
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