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Global Asset Allocation and Wealth Management

Program Overview

Emerging market economies, geopolitics, changes in government regulations, and fluctuating exchange rates all contribute to volatility in the financial markets. Knowing where to invest and how much risk to take on requires the most current economic knowledge and a deeply informed business perspective.

Global Asset Allocation and Wealth Management, a new program from Wharton Executive Education, will give professional investment advisors greater insight into effective ways to deploy capital in both conventional and alternative asset classes. Specifically, this program provides seasoned investment professionals with the tools to think systematically about the current state of macroeconomic policy. As a result of attending this program, participants will make stronger decisions based on a broader understanding of the entire investment process, and learn how to effectively manage the inherent problems.

Read more about the Experience & Impact »

Global Asset Allocation Highlights & Benefits

  • Gain a solid foundation in global investment strategy to maximize portfolio performance
  • Acquire a framework to determine how much risk to take on in a global investment portfolio
  • Learn how macroeconomic and geopolitical factors affect investments
  • Determine how to implement “tax harvesting” as a way to realize long-term capital gains
  • Explore the role of international alternative asset classes in a portfolio, such as real estate, commodities, currencies, and socially responsible investing
  • Discuss fintech disruptors and emerging trends, such as blockchain, Bitcoin, and robo-investing, and their impact on current investment practices

    Contact Us

    Schedule a personalized consultation to discuss your professional goals:

    +1.215.898.1776  

    April 9 - 13, 2018$10,500

    Philadelphia, PA

    Tuition for Philadelphia programs includes lodging and meals. Prices are subject to change.

    Still considering your options? View programs within Finance & Wealth Management or use our Program Finder.

    Experience & Impact

    Led by world-class Wharton faculty, Global Asset Allocation leverages the latest finance research and academic expertise for which Wharton is known, along with rigorous quantitative analysis taught in the context of real-world application.

    The program will explore determinants of interest rates, as well as the supply of money, inflation, exchange rates, and the formulation and operation of stabilization policies. Throughout the program, participants will explore the role of international alternative assets classes in an investment portfolio, such as real estate, solar and wind energy, commodities, foreign currencies, and socially responsible investing.

    Global Asset Allocation will also focus on the risks of investment instruments and their processes, as well as address how to manage problems of portfolio management delegation.

    Additionally, invited Wharton alumni who work in the investment field, as well as expert industry practitioners, will speak to the class and share real-world examples of global investment management, providing the theory with a practical grounding that will allow participants to relate through their own experience. Participants will come away with the ability to select, evaluate, measure, and manage the risks of investment instruments and their processes. Ultimately, participants will leave with a solid foundation in global investment strategy and become better equipped to select an investment strategy that capitalizes on cutting-edge research and innovative ways of allocating wealth.

    Session topics may include:

    • Emerging Trends in Macroeconomics
    • Alternative Investments in Emerging Markets
    • Factor Models
    • Foreign Currency Options
    • Forward Exchange for Hedging and Short-Term Returns
    • Investment Banking and Cross-Border Mergers and Acquisitions
    • Long-Horizon Investing
    • Passive vs. Active Investment Vehicles
    • Performance Evaluation

    Who Should Attend

    Global Asset Allocation is designed for seasoned investment managers and investment services providers with at least eight (8) years of professional experience.

    Specifically:

    • Portfolio managers and analysts at mutual funds, pension funds, endowments, and institutions sponsoring and providing investment vehicles for their employees and beneficiaries
    • Corporate and individual retirement planners
    • Investment professionals who work on behalf of insurance companies
    • Commercial bank employees with portfolio management responsibilities
    • CPAs, attorneys who work with financial services firms
    • Financial industry regulators and compliance officers
    • Private bankers and family office representatives

    The program also provides valuable insights to high-net-worth individual investors who want to manage their own investments or work more knowledgeably with professional managers.

    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.

    Plan Your Stay

    Faculty

    Bilge Yilmaz, PhD   See Faculty Bio

    Academic Director

    Wharton Private Equity Professor; Professor of Finance; Director, Wharton Alternative Investments Initiative, The Wharton School

    Research Interests: Corporate finance, alternative investments, game theory, political economy

    Joao Gomes, PhD   See Faculty Bio

    Academic Director

    Howard Butcher III Professor of Finance, The Wharton School

    Research Interests: Macroeconomics and financial markets, quantitative corporate finance, corporate investment and financing

    Amir Yaron, PhD   See Faculty Bio

    Academic Director

    Robert Morris Professor of Banking; Professor of Finance, The Wharton School

    Research Interests: Asset pricing, macro-finance, and applied time series econometrics

    Kevin Kaiser   See Faculty Bio

    Adjunct Professor of Finance; Senior Director, Alternative Investments Initiative, The Wharton School

    Research Interests: Corporate finance, managing for value, private equity, financial distress

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