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