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Investment Strategies and Portfolio Management

Program Overview

Investment managers are facing unprecedented change on many levels. The growing number and complexity of asset classes, disruptive worldwide economic and regulatory environments, emerging technologies, and shifts in investor behaviors and preferences make it challenging to keep knowledge and skills current.

Investment Strategies and Portfolio Management addresses all of these concerns, leveraging the research and theories of Wharton’s renowned finance faculty with practitioner experience and expertise. The program provides a solid understanding of today’s investment landscape and the tools and theories for developing and measuring the performance of portfolios. It then looks closely at specific asset classes. Participants will gain a solid foundation that will help them advance their careers and meet their clients’ objectives.

Read more about the Experience & Impact »

Program Highlights & Benefits

In Investment Strategies and Portfolio Management, you will:

  • Increase your understanding of modern portfolio theory and behavioral finance
  • Improve your ability to measure investment performance
  • Learn new asset allocation tools
  • Recognize when to choose active managers versus passive investments
  • Understand the opportunities and risks of bonds, hedge funds, private equity, real estate, international markets, and derivatives
  • Better navigate and manage risk
  • Gain insights into the global economy and potential future market disruptions

Contact Us

Schedule a personalized consultation to discuss your professional goals:

+1.215.898.1776  

Financial Portfolio & Investment Strategies Program Participant

October 22 - 26, 2018$10,750

Philadelphia, PA

June 3 - 7, 2019$10,950

Philadelphia, PA

Download the program schedule, including session details.

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

Investment Strategies and Portfolio Management - Jaffe

Academic Director Jeffrey F. Jaffe says irrationality in the stock market is explored in Investment Strategies and Portfolio Management.

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

Experience & Impact

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

CE Credit

Investment Strategies and Portfolio Management qualifies for 42 credit hours of continuing education by the CFP® Board. If you are a CFP® professional, credit for your participation in this program will be automatically recorded after you have successfully attended this Wharton program. Please provide your CFP® member number in the “Additional Information” section at the bottom of the application.

Who Should Attend

This program is designed for investment professionals and investment services providers, including:

  • Portfolio managers and analysts at mutual funds, pension funds, corporations, and institutions sponsoring and providing investment vehicles for their employees and beneficiaries
  • Corporate and individual retirement planners
  • Employees of insurance companies
  • Commercial bank employees with portfolio management responsibilities

The program also provides valuable insights to general managers, senior functional managers, and high-net-worth individual investors who want to manage their own investments or work more knowledgeably with professional managers. Cross-functional teams can also benefit from leveraging collective knowledge across a larger organizational footprint.

The faculty has expressly designed the program content to focus on the use of investment information, not its preparation, so even those with little or no experience in investment management will find the course content and its presentation comprehensible and practical.

Fluency in English, written and spoken, is required for participation in Wharton executive education programs unless otherwise indicated.

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

Jeffrey F. Jaffe, PhD   See Faculty Bio

Academic Director

Associate Professor of Finance, The Wharton School

Research Interests: Corporate finance, investments, money management, and the effects of information on the behavior of security prices

Christopher Geczy, PhD   See 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

Joao Gomes, PhD   See Faculty Bio

Howard Butcher III Professor of Finance, The Wharton School

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

A. Craig MacKinley, PhD   See Faculty Bio

Joseph P. Wargrove Professor of Finance, The Wharton School

Research Interests: Asset pricing models, behavior of futures prices, econometric modeling, stock market behavior

Krishna Ramaswamy, PhD   See Faculty Bio

Edward Hopkinson, Jr. Professor of Investment Banking; Professor of Finance, The Wharton School

Research Interests: Investment management in equity and bond markets, options and futures

Gordon Bodnar, PhD   See Faculty Bio

Director, International Economics Program, SAIS, Johns Hopkins University

Research Interests: International finance, corporate finance

Testimonials

Finance Programs For Finance Advisors - Christopher Quinley Testimonial

Christopher Quinley

Liang & Quinley Wealth Management

“I recently was named responsible for the asset management area for my bank. I came to Wharton to gain more understanding about asset management and investment strategy.  The asset management market in Brazil is huge (more than $1.5 trillion USD) and very sophisticated, but most of the assets are Brazilian-based. However, the demand for international assets has been growing a lot and we need to be able to manage those types of assets. In addition, more global competition is coming to Brazil and we need to differentiate ourselves and understand all kinds of investment strategy that make more sense to our clients.

Wharton’s program has given me a much better understanding of the global market for asset management, even more in this volatile environment. The hedge fund session with Professor Chris Geczy was a major highlight. The tools he gave me for analyzing a hedge fund were very useful. Most of our funds are fixed income and equity. But the markets will change for more complex funds.

Itau Asset Management is one of the biggest asset managers in Brazil (16.5 percent of market share). Today, 90 percent of our portfolio is Brazilian-focused. We are expanding our presence in New York and are preparing to have more international assets in our funds. Wharton gave some great examples on how we can diversify our portfolio to expand our capacity beyond Brazilian assets.”

“For me, as a professional asset manager, Wharton’s Investment Strategies and Portfolio Management is definitely a much-needed refresh with a balanced risk and return perspective. The professors share high-level insights, and also engage us with interactive discussions and practical illustration. This helped to elevate my understanding of the new paradigm and gave me focused, time-tested techniques in investment strategies and portfolio management.

After the program, all participants obtained not only the fundamental rationale behind sound asset allocation decisions, but also the advanced technique to manage and evaluate attributed performance on each unique asset class. Now, I am exposed to new ideas that I can apply to foster more fund-strategy innovation and fund outperformance going forward.”

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