Portfolio Concepts and Management
Through the International Foundation’s partnership with the Wharton School, Foundation members have the opportunity to engage with Wharton faculty who are the most cited, most published faculty of all top-tier business schools. With a profound influence on global business, Wharton faculty members are the sought-after, trusted advisors of corporations and governments worldwide.
One such opportunity is to attend Portfolio Concepts and Management on Wharton's campus in Philadelphia.
Significant choices need to be made when managing and allocating money in a portfolio—not easy in a very complex industry. Your members expect that you, as a fiduciary, will make informed decisions in the best interests of the plan participants.
Portfolio Concepts and Management is a 3½-day program taught by esteemed Wharton Faculty, designed to equip you with the knowledge and tools to navigate the complexities of investments and portfolio management. The course will teach you the core principles of portfolio theory, investment performance, and measurement. Take away the practical tools and experiences you need to make sound investment management decisions.
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
Without reservation, I would recommend this program to all trustees. These short few days of learning have instilled a great deal of confidence in my ability as a trustee as well as in my skill to more accurately oversee my plan's financial objectives, goals, course, and individual selections.
Adolfo FelixWater & Power Employee Retirement Plan
Pricing
Through March 25, 2025
US$6,350.00
Member
US$6,680.00
Nonmember
After March 25, 2025
US$6,650.00
Member
US$6,980.00
Nonmember
Join the Foundation!
More than 31,000 members rely on the Foundation to provide comprehensive health care, pension, fiduciary responsibility, investment, retirement security and other benefits education. Get discounts on educational events, resources to support you in your work, and a community of peers who face the same challenges as you.
Learn More
Educational sessions at this program can qualify for self-reported CEBS® Compliance credit. Visit www.cebs.org/compliance for additional information.
Note: Requests made for CE credit do not guarantee administration of credit. For further information on CE credit, please call (262) 786-6710, option 2, or visit our website at www.ifebp.org/education---events/continuing-education-credit.