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Fundamentals of Portfolio Management
Wharton Executive Education

Fundamentals of Portfolio Management

Wharton Executive Education, Philadelphia
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AnytimeDuration
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FinanceTopic

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Anytime - Self-Paced
online · Self-Paced
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$1,200

All-inclusive program fee

About This Program

Fundamentals of Portfolio Management is the first online investment course in our Asset and Portfolio Management Certificate program and was designed by professors Jules van Binsbergen and Christopher Geczy to help you evaluate investment strategies and performance. Throughout this course, you’ll develop a strong understanding of risk-reward tradeoffs and the benefits of portfolio diversification. You’ll also learn about the fiduciary duty of an investment advisor, transnational regulation, financial intermediaries, and the regulation of mutual funds. By the end of this course, you’ll have a firm grasp on the industry’s principles, attributes, players, strategies, and regulations.

Why Wharton Executive Education?

When Fortune 500 boards, sovereign wealth funds, and serial founders want their senior teams sharpened on finance, strategy, or leadership, they repeatedly arrive at the same address in West Philadelphia. Wharton's executive programs are built on the same faculty who define the academic disciplines themselves — not practitioners brought in to translate research, but the researchers writing it.

Your Profile

  • Individuals seeking to understand the fundamentals of the asset management industry and its key players.
  • Professionals interested in gaining insights into asset allocation, diversification, and financial risk management.
  • Aspiring or current portfolio managers looking to enhance their knowledge of investment performance evaluation.
  • Students or professionals exploring the governance, structure, and regulatory environment of mutual funds, hedge funds, pension plans, and private equity.
  • Analysts and financial advisors aiming to deepen their expertise in Modern Portfolio Theory and asset pricing models.
  • Investors and decision-makers interested in the dynamics of active vs. passive management and market efficiency.
  • Compliance officers and financial professionals needing a comprehensive understanding of fiduciary duties and regulatory frameworks.

What You'll Learn

  • Differentiate between passive and active investment strategies
  • Complete a mean-variance analysis for a set of assets
  • Assess the distribution of payoffs and returns
  • Optimize asset utility using the capital asset pricing model (CAPM)
  • Leverage a diversified portfolio for better return on investments

Frequently Asked Questions

How to Apply

  1. 1

    Check your eligibility

    Review the entry requirements listed on this page. Most executive programs require 8–15 years of professional experience.

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  3. 3

    Contact the school

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  4. 4

    Prepare your application

    Gather your CV, reference letters, and any required test scores. Many EMBA programs waive standardised tests for senior candidates.

  5. 5

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