Portfolio Concepts and Management

Portfolio Concepts and Management

Monday, May 5 - Thursday, May 8, 2014
The Wharton School University of Pennsylvania, Philadelphia, PA



Portfolio Concepts and Management is a 3½-day course that offers lecture/discussion sessions, problem-solving exercises and small group breakout sessions. This course lays the groundwork for the core principles of portfolio theory and investment performance measurement, offering the practical tools and experiences needed to make sound investment management decisions. Build confidence in your ability to evaluate investments with a broad, fundamental understanding of investment products and practices.

Topics Include

  • Overview of Financial Assets
  • Macroeconomic Issues and Financial Markets
  • Fundamentals of Portfolio Theory
  • Fundamentals of Valuation
  • Performance Evaluation
  • The Current Markets
  • Asset Allocation and Impacts of Risk on Return

Earning Your Certificate

A certificate of completion from the Wharton School will be awarded to those who:

  • Attend all of the sessions
  • 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.

For course content call Tiffany Ulbing at (262) 373-7652; or e-mail tiffanyu@ifebp.org.

Learning Environment

Wharton School - University of Pennsylvania

Steinberg Executive Conference Center
255 South 38th Street
Philadelphia, Pennsylvania 19104-6359

Classes in Philadelphia are held at the Steinberg Executive Conference Center of the Wharton School on the University of Pennsylvania campus. Lecture rooms offer a state-of-the-art, comfortable environment conducive to adult learning.

Wharton’s skilled educators and researchers, award-winning authors and leading authorities in the investment management field teach and/or oversee the curriculum of the investment courses.


Hotel Information

Please make your reservations directly with the hotel.

Sheraton Philadelphia University City Hotel


Rate: $165.00 Single/Double Occupancy Mention International Foundation for special rate until April 7, 2014

Who Should Attend

This course is intended for those who have little experience with investment-related course work.

  • Multiemployer and public plan trustees
  • Administrators and staff
  • Human resources and benefits professionals
  • Corporate officers and executives
  • Finance personnel
  • Investment professionals
  • Fiduciaries from both defined benefit and defined contribution plans
  • Representatives of plans of various types, sizes and geographic areas (United States and Canada)

  Educational sessions at this program may qualify for CEBS continuing professional education (CPE) credit. Visit www.cebscpe.org for more information.

Download the Brochure

Download the full brochure [PDF]
Registration Information
  Member Nonmember

Through 3/24/2014 $4,495.00 $4,795.00
After 3/24/2014 $4,695.00 $4,995.00