Investment Strategies and Portfolio Management offers a comprehensive learning experience, bringing participants up-to-date on investment big picture concerns and on specific asset classes.
Wharton’s Finance faculty provide actionable theories and practical tools for addressing asset allocation, risk management, performance measurement, and investment policies, as well as for dealing effectively with today's more knowledgeable and active investors.
Then the program explores individual asset classes. Wharton’s finance experts share their knowledge of bonds, hedge funds, private equity, derivatives, real estate, and international markets in sessions designed to help participants better understand when to include these investments in their portfolios.
Industry experts offer real-world experience and expertise, helping participants understand how theories and frameworks can be put into practice. They also explore the impacts of emerging technology on the industry, including algorithmic and high-frequency trading. In addition, each session captures the experience and insights of the internationally diverse group of participants who represent a wide range of investment backgrounds and philosophies.
Session topics include:
- Modern Portfolio Theory
- Performance Measurement
- Evaluating Managers and Strategies
- Advanced Asset Allocation
- Investment Policy
- Outlook for the Economy and Navigating Its Risk