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    Investment Products
    Wharton Executive Education

    Investment Products

    Wharton Executive Education, Philadelphia
    AnytimeDuration
    onlineFormat
    EnglishLanguage
    FinanceTopic

    Next Available Cohort

    Choose your preferred start date

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

    All-inclusive program fee

    About This Program

    This investment-portfolio management course offers a comprehensive view of investment products and the key strategies used by professional investors. With this knowledge, you’ll hone your ability to calculate risks and returns. Investment Products was designed by professors David Musto and Jules van Binsbergen so you can optimize portfolios by integrating asset and investment products. This online investment course teaches you about equity asset management, derivatives, commodities, mortgage-backed securities, and other financial products. You’ll also learn the difference between open-ended mutual funds and exchange-traded funds while discovering how investors prepare for interest-rate fluctuations. By the end of this course, you’ll understand various asset-management investment products and how they can help you achieve better returns on your investments.

    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

    • Professionals seeking to deepen their knowledge of portfolio optimization and integration of diverse financial products
    • Equity portfolio managers looking to enhance strategies for stock selection, risk management, and performance evaluation
    • Fixed-income specialists interested in mastering interest rate risk management, duration strategies, and bond portfolio immunization techniques
    • Financial advisors aiming to understand and incorporate alternative investments, such as real estate, commodities, and private equity, into client portfolios
    • Investment professionals seeking expertise in using derivatives, such as options, futures, and swaps, for hedging, speculation, and portfolio enhancement
    • Analysts and strategists who want to explore the differences between open-ended mutual funds and exchange-traded funds
    • Investors preparing to navigate market dynamics, including interest rate fluctuations and yield curve strategies
    • Advanced learners looking for practical insights into the regulatory landscape of derivatives and their application in professional asset management

    Benefits

    • Assess the alpha and beta within equity funds
    • Estimate and analyze the value of bond assets
    • Optimize credit risk by choosing the right bonds for your portfolio
    • Evaluate the effectiveness of commodities, money-market funds, and mortgage-backed securities
    • Use derivatives to enhance ROI strategies

    What You'll Learn

    • Equity Asset Management
    • Interest-Rate Asset Management
    • Using Derivatives for Asset Management

    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.

    2. 2

      Compare programs

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    3. 3

      Contact the school

      Send a message directly to Wharton Executive Education via Gradia to request a brochure or speak with an admissions advisor.

    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

      Submit your application

      Apply directly through Wharton Executive Education's official application portal.

      Apply now →

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