Fundamentals of Portfolio Management

Who Should Attend

• Individuals seeking to understand the fundamentals of the asset management industry and its key players.
• Professionals interested in gaining insights into asset allocation, diversification, and financial risk management.
• Aspiring or current portfolio managers looking to enhance their knowledge of investment performance evaluation.
• Students or professionals exploring the governance, structure, and regulatory environment of mutual funds, hedge funds, pension plans, and private equity.
• Analysts and financial advisors aiming to deepen their expertise in Modern Portfolio Theory and asset pricing models.
• Investors and decision-makers interested in the dynamics of active vs. passive management and market efficiency.
• Compliance officers and financial professionals needing a comprehensive understanding of fiduciary duties and regulatory frameworks.

Group Enrollment

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.

Faculty

Christopher Geczy, PhDSee Faculty Bio

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

Jules van Binsbergen, PhDSee Faculty Bio

The Nippon Life Professor in Finance; Professor of Finance, The Wharton School

Research Interests: Asset pricing, institutional investors, investments