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April 19-21, 2021
February 23-24, 2021
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Portfolio management 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 help you make reliable investment management decisions. This program offers lecture/discussion sessions, problemsolving exercises and small-group case study sessions in a 3½-day format. Grow confidence in your ability to evaluate investments with a broad, fundamental understanding of investment products and practices.
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
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
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.Visit
www.cebscpe.org for more information.
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