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Program Experience
In Fundamentals of Portfolio Management, you will:
- 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
Who Should Attend
- 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.
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.
Faculty
Christopher Geczy, PhDSee Faculty Bio
Adjunct Professor of Finance; Academic Director, Wharton Wealth Management Initiative; Academic Director, Jacobs Levy Equity Management Center for Quantitative Financial Research, The Wharton School
Jules van Binsbergen, PhDSee Faculty Bio
The Nippon Life Professor in Finance; Professor of Finance, The Wharton School
Research Interests: Asset pricing, institutional investors, investments
