Benefits of Attending
- This basic course provides a solid grounding in the principles of portfolio theory and investment performance.
- Gain practical tools and experiences needed to allow you to make better investment management decisions.
Topic Overview
- Monetary Policy and Financial Markets
- Overview of Financial Assets
- Fundamentals of Valuation
- Fundamentals of Portfolio Theory
- Performance Evaluation
- The Current Markets
Earning Your Certificate
A certificate of completion from the Wharton School will be awarded to those who:
- Attend all of the sessions (including the group work sessions on Tuesday and Wednesday
evenings)
- Successfully complete the brief exam on Thursday, which will reinforce the practical takeaways from the content lectures and group work presentations.
If you wish to be eligible for a certificate, please make your travel plans accordingly and be sure to leave your evenings open for group work participation as indicated above.
A Note About Group Work
Teams will be formed to work through sample portfolios and/or scenarios facing pension fiduciaries. Each scenario will integrate topics from the program. Teams will meet Tuesday and Wednesday evenings to prepare for group work presentations that take place on Thursday morning. The group will also reinforce learning and help participants prepare for the short examination at the end of the week.
Additional Class Notes
Registration includes:
- A curriculum binder with all teaching materials and up-to-date resources
- A certificate from the Wharton School upon fulfilling attendance requirements, participating in group work and completing a brief examination
- Breakfast Monday through Thursday; lunch Monday through Wednesday; and refreshment breaks in the morning and afternoon of each day. In addition, an evening reception will be held at the hotel on Monday evening.
You may find it helpful to bring a calculator for participating in examples and exercises throughout the course.
Registrants will be notified by e-mail if and when select materials are posted on the Wharton Web site that will serve as prereading for the course.