• Learn best practices in the management of your fund and running your training program.
• Understand legal and regulatory requirements.
• Identify ideas and opportunities by networking with peers who face similar challenges.
• Receive valuable written resource materials.

​Advanced Investments Management is for those who have a solid grasp of investment management fundamentals and are looking for the next step in their education. Participants will learn the latest trends in performance analysis and management, discussing advanced asset-allocation topics. The 3½-day program is held every other year at the Wharton School on the University of Pennsylvania campus and the format is part lecture/discussion and part interactive case study.

While there are no formal prerequisites for this program, those without prior knowledge of fundamental investment theory will most likely find this program too advanced and are encouraged to register for the Portfolio Concepts and Management program.