Wharton – Finance & Wealth Management – Investment Strategies and Portfolio Management – TimesTSW


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.

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 number in the required field on the application.

Who Should Attend:

Associate Professor Jeffrey F. Jaffe on who should attend this program

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.

Program Highlights & Benefits

  • 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

Experience & Impact

Academic Director Jeffrey F. Jaffe on Modern Portfolio Theory

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


  • Jeffrey Jaffe, PhD

    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

    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

    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

    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

    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

    Director, International Economics Program, School of Advanced International Studies (SAIS), Johns Hopkins University

    Research Interests: International finance, corporate finance

Participants by Industry

Participants by Job Function

Participants by Region

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