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Portfolio Concepts and Management

Monday, May 2 - Thursday, May 5, 2016
The Wharton School University of Pennsylvania, Philadelphia, PA
Conference begins in:

Managing a portfolio is a complex task with numerous decisions on how to allocate money in your fund. Portfolio Concepts and Management provides the core principles of portfolio theory and investment performance measurement offering practical tools and experiences to make reliable investment management decisions. This course offers lecture/discussion sessions, problem-solving exercises and small group breakout sessions in a 3½-day format. Grow confidence in your ability to evaluate investments with a broad, fundamental understanding of investment products and practices. ​


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

The Portfolio Concepts is intense, and all the topics are good and provide risk-free discussions that are very informative. All topics discussed were very useful. Overall, this conference is very educational.

Raymond R. Santander TrusteeNew York City Employees Retirement System

Benefits of Attending

  • Learn the fundamental concepts needed for effective portfolio oversight.
  • Obtain a solid grounding in the principles of modern portfolio theory.
  • Gain practical experience needed to make sound investment management decisions.
  • Apply what you have learned in an interactive case study.
  • Learn from world-class faculty who are skilled educators and researchers, award-winning authors and leading authorities.

Who Should Attend

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

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 fund staff
  • Human resources and benefits professionals
  • Corporate officers and executives
  • Finance personnel
  • Investment professionals


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

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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 continuing professional education (CPE) credit.
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Registration Information

Register early and save!

Registration Information
  Member Nonmember

Through 3/21/2016 US $4,895.00 US $5,335.00
After 3/21/2016 US $5,145.00 US $5,585.00