Advanced Investments Management

Monday, April 29 - Thursday, May 2, 2019
The Wharton School University of Pennsylvania, Philadelphia, PA
Advanced Investments Management


The Advanced Investments Management program is a 3½-day intensive program that emphasizes our commitment to setting the highest quality standards in investment management education. This thorough and rigorous program is designed to build upon what is learned in the Portfolio Concepts and Management program or participants’ existing knowledge base and experience. The program is for individuals who have a solid grasp of investment management fundamentals and seek to learn more.

2019 Outline

  • Introduction and ​Performance Analysis
  • Advanced Bond Management
  • Advanced Asset Allocation
  • Evaluation of Managers
  • Real Estate in a Pension Fund Portfolio
  • ​Alternative Investments: A Discussion and Overview of Hedge Funds
  • International Investing
  • Pension Fund Valuation in the New World of Risk
  • Macroeconomy
  • Investment Policy


This program is for those who have a solid grasp of investment management fundamentals and seek to learn more or have taken the Portfolio Concepts and Management program and are looking for the “next step.” It is assumed participants will already understand the basic principles of portfolio theory, performance evaluation and risk/return.

While there are no formal prerequisites for this program, those without prior knowledge of fundamental investment theory will most likely find this program too advanced and are encouraged to register for the Portfolio Concepts and Management program.

Who Should Attend

Fiduciaries from both defined benefit and defined contribution plans who represent various industries, sizes and geographic areas (United States and Canada), including

  • Multiemployer and public plan trustees
  • Administrators and staff
  • Corporate officers and executives
  • Finance personnel
  • Investment professionals.


Speakers will be announced soon.


View Wharton faculty members who taught sessions in the International Foundation/Wharton programs in the recent past.

Complete List of Instructors

Refresher Workshop in Core Investment Concepts

April 28
The Inn at Penn, A Hilton Hotel | Philadelphia, Pennsylvania

Meeting #63- PC01
Fees: $455 members | $565 nonmembers
Registration fee through 3/17/2019

If you plan to register for the Advanced Investments Management program and it has been some time since you have participated in investment-related coursework, we strongly encourage you to also register for the refresher workshop. Review terms and concepts related to portfolio theory and management in order to maximize your experience in the advanced program.


  • Basic principles of portfolio theory
  • How bonds and stocks are evaluated
  • Basic benchmarks used for measuring fund performance
  • Benefits of global diversification
  • Styles of management used by fund managers for achieving investment objectives
  • Types of real estate investments
  • Alternative investments
  • The efficient market principle

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Continuing Education

Programs sponsored by the International Foundation of Employee Benefit Plans are consistently accepted for credit by agencies governing continuing education for license renewal and professional recertification.

For additional information, visit our continuing education (CE) web page or contact us by phone at (262) 786-6710, option 2.

Educational sessions at this program may qualify for CEBS Compliance credit.
Visit for more information.

Registration Information

Register early and save!

Registration Information
  Member Nonmember

Through 3/18/2019 US $5,495.00 US $5,935.00
After 3/18/2019 US $5,795.00 US $6,235.00

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