Key Learning Objectives

• Gain a deep understanding of the investment management industry and the risk and returns of various asset classes, such as stocks, bonds, mutual funds, ETFs, and derivatives.
• Learn how to combine different assets together to maximize the return on your investment and minimize its risk. 
• Gain insights on sustainable investing, and the impact of artificial intelligence and machine learning on optimal investment strategies. 
• Obtain key practical insights on investment strategies from case discussions, investment professionals, and networking events.

Why Chicago Booth?

One unquestioned strength of Chicago Booth is our world-renowned faculty. A diverse group of more than 200 preeminent business scholars, our faculty have been shaping education since we opened our doors in 1898. Ten Booth scholars—four of whom are currently teaching—have won the Nobel Prize in Economic Sciences.

Chicago Booth faculty collaborate and consult with firms, serve on corporate boards, start their own companies, and are sought out for their award-winning research and renowned analyses. World leaders, media outlets, and top global companies regularly turn to our faculty members for their expertise and insights. When you attend our executive education programs, you’ll learn from the same professors who teach inour MBA program, as well as industry leaders—receiving a distinctive mix of theory and real-world applications you can enact immediately.

Our Global Locations

We are the first and only US business school with permanent campuses on three continents—Chicago, London, and Hong Kong. This program includes an offering at each of our global campuses. 

• Portfolio managers working at mutual funds, pension funds, endowments, sovereign wealth funds, etc.
• Chief investment officers, treasury officers, and risk managers at private corporations, not-for-profits entities, etc. 
• Financial advisors and family wealth management officers 
• High net-worth individuals and other retail investors who manage their own money
• Bankers and employees of insurance companies who need to learn about financial securities
• National governments' treasury and central bank officials involved in financial markets
• Sell-side analysts and other capital market participants who need to better understand the risk and returns of financial securities

Program Outline

Foundations of Portfolio Management and Strategic Asset Allocation 

• Overview of asset classes and risk/return profiles: Stocks, Treasury and corporate bonds,  mutual funds, hedge funds, ETFs, etc.
• Diversification of risk and optimal portfolio allocation 
• Investment performance, active vs. passive investing
• Market (in)efficiency and behavioral finance 

Advanced Portfolio Management 

• Recent advances in portfolio management, strategic asset allocation decisions, factor investing, and sustainable investing
• Industry applications via fundamental indexing and smart beta products
• The impact of artificial intelligence, machine learning methods, and big data on the management industry.
• Market frictions and the capacity of investment strategies, incentives of asset managers, and performance evaluation with applications to ETFs, hedge funds, mutual funds.

Content will be taught by a mix of Booth faculty and senior executives, often Booth alumni, who will lead case discussions and networking sessions. Program outline and faculty are subject to change.