Wharton

Portfolio Concepts and Management

Monday, May 11 - Thursday, May 14, 2026

The Inn at Penn, a Hilton Hotel,
Philadelphia, PA

Outline:

  • Introduction and Performance Evaluation
  • Macroeconomic Issues and Financial Markets
  • Overview of Financial Assets
  • The Fundamentals of Portfolio Theory​​
  • Fundamentals of Valuation
  • ​​Managing Pensions in a Risky Global Environment
  • Asset Allocation and Impacts of Risk on Return

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