Portfolio Concepts and Management  (SOLD OUT)

Course Outline and Schedule [PDF]

Portfolio Concepts and Management is a 3½ day course that provides a curriculum and corresponding practical applications that offer a solid grounding in the basic principles of portfolio theory and investment. Portfolio Concepts and Management is offered every other year, alternating with the Advanced Investments Management course.

Who Should Attend

This program is designed for multiemployer trustees and administrators; those serving public plans including trustees, lead administrative staff, governmental financial officers and staff, and municipal and county officials; corporate officers, small and midsized business executives and key finance personnel; and human resource professionals charged with administering plans.

Program Highlights

Learn from some of the country’s top finance faculty about

• Basic principles of portfolio theory including diversification, market efficiency and risk
• Primary investment vehicles for employee benefit plan investors
• Measures of performance evaluation
• Roles and responsibilities of an investment manager and a consultant
• Tough questions to ask managers
• Styles of management used by fund managers to achieve investment objectives
• How to select and evaluate investment managers
• How to unravel investment services and fees.

Course Location

For classes held at The Wharton School, University of Pennsylvania, book hotel directly.  Rooms are no longer available at Sheraton University City Hotel. Contact the Wharton School (215) 573-5433 for other hotel recommendations.

Contact Information

For more information on program content, please contact Mary Jo Bugembe at (262) 373-7641 or maryb@ifebp.org. For registration information, e-mail edreg@ifebp.org or phone toll-free (888) 334-3327, option 2 or (262) 786-6710, option 2.