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    Investment Strategies and Portfolio Management
    Wharton Executive Education

    Investment Strategies and Portfolio Management

    Wharton Executive Education, Philadelphia
    HomeFinanceWharton Executive EducationInvestment Strategies and Portfolio Management
    5 daysDuration
    in-personFormat
    EnglishLanguage
    FinanceTopic

    Available Cohorts

    Choose your preferred start date

    Oct 19 - Oct 23, 2026
    5 days · in-person · Instructor-Led · Philadelphia, PA
    Open
    Apr 19 - Apr 23, 2027
    5 days · in-person · Instructor-Led · Philadelphia, PA
    Open
    $13,750

    All-inclusive program fee

    About This Program

    The market landscape as we understand it has undergone profound transformation. While the days of “unprecedented uncertainty” are seemingly in the rearview, investment professionals and portfolio managers now find themselves in a market that demands a fresh perspective, with exciting opportunities on the horizon for those at the ready. Investment Strategies and Portfolio Management is essential for anyone who wants a clear-eyed view of investing in this new era and how to come out on top. In this program, participants will create optimal investment portfolios that suit their needs and solidly accommodate risk, including small-probability risk. They will also learn how to critically evaluate investment management options using new data and how to unpack the macroeconomic outlook in the U.S. and internationally. This timely finance program is expertly designed to help investment professionals and financial advisors interpret and understand the market data and capitalize on the investment opportunities that are emerging today. Academic Director Jules van Binsbergen gives a detailed look at what’s covered in Investment Strategies and Portfolio Management.

    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

    • Chief investment officers, asset managers, and investment analysts
    • Portfolio managers for pension funds, sovereign wealth funds, institutional investors
    • Family office representatives and other private wealth advisors to ultra-high-net-worth individuals and families
    • High-net-worth individuals and others who manage their own investments or wish to become more knowledgeable on how to work with professional money managers
    • CPAs, attorneys, and other professionals who advise institutional investors
    • Employees of insurance companies
    • Commercial bank employees with portfolio management responsibilities

    Benefits

    • Investment Strategies and Portfolio Management provides financial professionals with a powerful new strategic approach based on the latest Wharton research. In this program, Wharton faculty, who are world-class thought leaders in the world of finance, will explore a wide variety of investing topics — from enhanced portfolio theory to bond management, from hedge funds to private equity.
    • Participants will acquire the latest tools and techniques for designing optimal investment portfolios that serve people’s needs. You will also learn to effectively evaluate investment management options using newly available research data. Find out how investment managers are currently rated, what variables are used to assess their skills, and how to weigh these factors against the fees they charge. This is essential knowledge both for investors and for investment management firms looking to hire managers.
    • Risk management is a key topic in this program, including an analysis of small-probability, disaster-type events such as the global pandemic. Wharton professors will delve into why the standard measure of risk, often called volatility, is insufficient. They will discuss what is known as tail risk — extremely bad, infrequent occurrences — and describe how investment professionals can pick up early indicators and better manage such events.
    • Balancing the historical with the visionary — yet practical above all — this program enables you to access the best minds in finance so you can steer with confidence through this unique time.
    • The Asset Menu Enhanced Portfolio Theory Performance Measurement vs. Skill Evaluating and Rating Managers: Case Behavioral Finance Bond Management Stock Markets vs. Bond Markets: Case Advanced Asset Allocation Risk Management Private Equity International Markets Macroeconomic Outlook Hedge Funds Real Estate

    What You'll Learn

    • Enhanced Portfolio Theory
    • Performance Measurement vs. Skill
    • Evaluating and Rating Managers: Case
    • Stock Markets vs. Bond Markets: Case
    • Advanced Asset Allocation
    • International Markets
    • Macroeconomic Outlook

    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.

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