Investment Strategies and Portfolio Management

Program Overview
In volatile and complex markets, it is increasingly challenging to design an optimal investment portfolio for your organization, your clients, or yourself. You are presented with diverse opportunities in emerging markets, real estate, hedge funds, derivatives, and other alternative investments. As the choices increase, shaping, managing, and monitoring investment portfolios becomes more complicated. Which investments will generate the highest returns without exposing you to excessive risk?

Wharton’s Investment Strategies and Portfolio Management program—designed to meet the needs of finance professionals and others in the investments area—offers research-based tools and knowledge from the faculty of one of
the world’s top finance departments. Leading experts on portfolios, investments, and markets provide diverse perspectives on portfolio management. They also examine specific investment areas such as stocks, bonds, derivatives, real estate, and global investments. This program provides a solid foundation for building optimal portfolios as well as effective tools for making better investments.

Who Should Attend
The program is designed for investment professionals, including portfolio managers and analysts at mutual funds, pension funds, corporations, and other institutions sponsoring and providing investment vehicles for their employees and beneficiaries, and other providers of investment services. It is also appropriate for corporate retirement planners, financial planners, and employees of insurance companies, investment banks, and commercial banks who have portfolio management responsibilities. The program also provides valuable insights to general managers, senior functional managers, and individual investors who want to manage their own investments or work more knowledgeably with professional managers. The faculty have 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.


  • Use practical frameworks and tools to make better asset allocation decisions
  • Understand the risks and opportunities offered by derivatives, hedge funds, real estate, and other
  • alternative investments
  • Learn about the relative performance of popular trading strategies
  • Master the current investment concepts such as “portable alpha”
  • Manage investments more effectively
  • Learn about investing in emerging markets
  • Work with portfolio managers more effectively

Selected Session Topics

  • Modern Portfolio Theory
  • Asset Allocation
  • Behavioural Finance
  • Performance Measurement
  • Fund Evaluation and Manager Selection
  • Passive and Active Investment Vehicles
  • Valuation of the Equity Market
  • Value versus Growth and other Investment Styles
  • Bond Management: Duration, Immunization, & Credit Risk
  • International and Emerging Markets
  • Real Estate Investment
  • Futures Contracts, Options and Swaps
  • Portable Alpha
  • Hedge Funds and Other Alternative Investments
  • Retirement Challenges in the 21st Century