Investment Products

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Program Experience

Highlights and Key Outcomes

Through the Investment Products program, you will:

Assess the alpha and beta within equity funds
Estimate and analyze the value of bond assets
Optimize credit risk by choosing the right bonds for your portfolio
Evaluate the effectiveness of commodities, money-market funds, and mortgage-backed securities
Use derivatives to enhance ROI strategies

Session topics include:

Equity Asset Management
Interest-Rate Asset Management
Other Products
Using Derivatives for Asset Management

Who Should Attend

Professionals seeking to deepen their knowledge of portfolio optimization and integration of diverse financial products
Equity portfolio managers looking to enhance strategies for stock selection, risk management, and performance evaluation
Fixed-income specialists interested in mastering interest rate risk management, duration strategies, and bond portfolio immunization techniques
Financial advisors aiming to understand and incorporate alternative investments, such as real estate, commodities, and private equity, into client portfolios
Investment professionals seeking expertise in using derivatives, such as options, futures, and swaps, for hedging, speculation, and portfolio enhancement
Analysts and strategists who want to explore the differences between open-ended mutual funds and exchange-traded funds
Investors preparing to navigate market dynamics, including interest rate fluctuations and yield curve strategies
Advanced learners looking for practical insights into the regulatory landscape of derivatives and their application in professional asset management

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.