The Wharton School

Fundamentals of Portfolio Management

The Wharton School

Finance and Wealth Management

About Programme

Fundamentals of Portfolio Management is the first online investment course in our Asset and Portfolio Management Certificate program and was designed by professors Jules van Binsbergen and Christopher Geczy to help you evaluate investment strategies and performance. Throughout this course, you’ll develop a strong understanding of risk-reward tradeoffs and the benefits of portfolio diversification. You’ll also learn about the fiduciary duty of an investment advisor, transnational regulation, financial intermediaries, and the regulation of mutual funds.

By the end of this course, you’ll have a firm grasp on the industry’s principles, attributes, players, strategies, and regulations.

Programme Content

In Fundamentals of Portfolio Management, you will:

Differentiate between passive and active investment strategies
Complete a mean-variance analysis for a set of assets
Assess the distribution of payoffs and returns
Optimize asset utility using the capital asset pricing model (CAPM)
Leverage a diversified portfolio for better return on investments

Programme Audience

Individuals seeking to understand the fundamentals of the asset management industry and its key players.
Professionals interested in gaining insights into asset allocation, diversification, and financial risk management.
Aspiring or current portfolio managers looking to enhance their knowledge of investment performance evaluation.
Students or professionals exploring the governance, structure, and regulatory environment of mutual funds, hedge funds, pension plans, and private equity.
Analysts and financial advisors aiming to deepen their expertise in Modern Portfolio Theory and asset pricing models.
Investors and decision-makers interested in the dynamics of active vs. passive management and market efficiency.
Compliance officers and financial professionals needing a comprehensive understanding of fiduciary duties and regulatory frameworks.

To further leverage the value and impact of this program, we encourage companies to send cross-functional teams of executives to Wharton. We offer group-enrollment benefits to companies sending four or more participants.

Programme Benefits

Differentiate between passive and active investment strategies
Complete a mean-variance analysis for a set of assets
Assess the distribution of payoffs and returns
Optimize asset utility using the capital asset pricing model (CAPM)
Leverage a diversified portfolio for better return on investments

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Prashansa Uttam

Programme Advisor

+91 9403890085[email protected]Mon – Fri, 9am – 5pm IST

The Wharton School

Executive Education Office

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tel:12158981776
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https://www.wharton.upenn.edu
Philadelphia, USA

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Fundamentals of Portfolio Management | The Wharton School