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Investment Strategies and Portfolio Management

Program Overview

As a finance or investment professional, you know that change and challenge are constant, particularly in this volatile marketplace. You are presented with diverse opportunities in emerging markets, real estate, hedge funds, derivatives, and other alternative investments. As the choices increase, shaping and monitoring investment portfolios becomes more complicated. Which investments will generate the highest returns without exposing you to excessive risk?

In Investment Strategies and Portfolio Management, you will learn how to evaluate this fundamental issue and manage related risk to increase your effectiveness as an investment professional. This program provides a solid foundation from which to build optimal investment portfolios and make better investments.

Read more about the Experience & Impact »

Portfolio Management Program Highlights & Benefits

  • Manage investments more effectively
  • Apply practical frameworks and tools for better asset allocation
  • Understand risks and opportunities offered by derivatives, hedge funds, real estate, and alternate investments
  • Work more effectively with portfolio managers
  • Understand the concept of behavioral finance

Contact Us

Schedule a personalized consultation to discuss your professional goals:


Financial Portfolio & Investment Strategies Program Participant

May 21 - 25, 2018$10,750

Philadelphia, PA

October 22 - 26, 2018$10,750

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

Featured Video

“People don’t behave in rational ways. Even when they know that they should see greater returns by following certain investment strategies, they often don’t follow them. The good news is that there are patterns to their irrationality.”

Associate Professor Jeffrey F. Jaffe on Investment Strategies and Portfolio Management

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

Experience & Impact

Through the Investment Strategies and Portfolio Management program, you will increase your effectiveness as an investment professional and gain financial tools you can immediately put to use for your clients and your organization.

Wharton’s Finance faculty facilitates highly interactive dialogues that demonstrate hands-on applications of portfolio and investment strategies. They, along with noted industry experts, examine current issues such as the market outlook, investing in emerging markets, alternative investments, and hedge funds. All content is designed for you to use practically and effectively once you leave the classroom.

Session topics include:

  • Modern Portfolio Theory
  • Behavioral Finance
  • Real Estate Investment
  • Bond Management Duration, Immunization, and Credit Risk
  • Equity Market Valuation

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.

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


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


Finance Programs For Finance Advisors - Christopher Quinley Testimonial

Christopher Quinley

Liang & Quinley Wealth Management

Watch the testimonial video

“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 type 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% of market share). Today, 90% 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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