Portfolio Management: Investment Strategies for Executives

New Program with Global Campus Options

Gain an understanding of portfolio management and strategic asset allocation from the brightest minds in business. You'll explore key investment management principles and the latest in sustainable investing for designing optimal investment portfolios that serve investors' needs.


    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

    Pietro Veronesi

    Deputy Dean for Faculty and Chicago Board of Trade Professor of Finance
    Pietro Veronesi is the Chicago Board of Trade Professor of Finance at the University of Chicago, Booth School of Business. He is also a research associate of the National Bureau of Economic Research and a research fellow of the Center for Economic and Policy Research. Additionally, he is a former director of the American Finance Association and co-editor of the Review of Financial Studies.

    Veronesi conducts research that focuses on asset pricing, stock and bond valuation under uncertainty, bubbles and crashes, return predictability and stochastic volatility. Most recently, he has been interested in studying, both theoretically and empirically, the interaction between government interventions and the behavior of asset prices. His work has appeared in numerous publications, including the Journal of Political Economy, American Economic Review, Quarterly Journal of Economics, Journal of Finance, Journal of Financial Economics, and Review of Financial Studies. He is the recipient of several awards, including the 2015 AQR Insight award, the 2012 and 2003 Smith Breeden prizes from the Journal of Finance; the 2008 WFA award; the 2006 Barclays Global Investors Prize from the EFA; the 2006 Fama/DFA prizes from the Journal of Financial Economics; and the 1999 Barclays Global Investors/Michael Brennan First Prize from the Review of Financial Studies.

    In summer 2020, Professor Veronesi co-founded PREDOC (Pathways to Research and Doctoral Careers, https://predoc.org), a consortium of universities and research institutions that aims to foster a talented and diverse pipeline of students in doctoral programs. PREDOC members work together to expand the talent pool, and to inform, engage, mentor, and educate undergraduates from any background to help them be competitive in the market of pre-doctoral research assistants ("pre-docs"), and in doctoral programs. 

    Professor Veronesi teaches both masters- and PhD-level courses. He is the recipient of the 2009 McKinsey Award for Excellence in Teaching.

    His undergraduate work was in economics at Bocconi University where he received a laurea magna cum laude with honor in 1992. He earned a master's degree with distinction in 1993 from the London School of Economics. He joined the Chicago Booth faculty upon obtaining his PhD in Economics from Harvard University in 1997.

    Ralph Koijen

    AQR Capital Management Distinguished Service Professor of Finance and Fama Faculty Fellow
    Ralph S.J. Koijen is the AQR Capital Management Distinguished Service Professor of Finance and Fama Faculty Fellow at the University of Chicago Booth School of Business. He is also a Research Associate at the National Bureau of Economic Research and a Research Fellow of the Centre for Economic Policy Research. He is a co-director of the NBER Asset Pricing program. He serves as a co-editor of the Review of Financial Studies. Professor Koijen was awarded the 2019 Fischer Black Prize by the American Finance Association, given biennially to the top financial economics scholar under the age of 40. He was also awarded the 2021 Bernacer prize given to the best European economist under 40 working in macroeconomics and finance.

    Professor Koijen’s research focuses on finance, insurance, and macroeconomics. His research has been published in the American Economic Review, Econometrica, the Journal of Political Economy, the Quarterly Journal of Economics, the Journal of Finance, the Review of Financial Studies, and the Journal of Financial Economics. His research has been covered in popular media, such as the Financial Times, the Wall Street Journal, and The Economist.

    Before joining Chicago Booth in 2018, Professor Koijen was a Professor of Finance at the London Business School and NYU Stern, and an Assistant and Associate Professor of Finance at Chicago Booth. He received his undergraduate degree in Econometrics from Tilburg University and his Ph.D. in Finance from Tilburg University.

    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.

    Choose your Campus:  

    • Chicago: April 15–19 | 5 Days on Campus
      Gleacher Center, 450 North Cityfront Plaza Drive, Chicago, IL 60611-4316

    • London: September 17-20 | 4 Days on Campus
      The Rothman Campus: One Bartholomew Close Barts Square, London EC1A 7BL, UK
    • Hong Kong: December 9-13 | 5 Days on Campus
      The Hong Kong Jockey Club University of Chicago Academic Complex | The University of Chicago Francis and Rose Yuen Campus in Hong Kong: 
      68 Victoria Road, Mount Davis Hong Kong


    Program faculty, practitioners, and guest speakers are subject to change at the various locations.

    *Contact us to learn more about our special pricing for group enrollment or ways we can work with you to support your organization's education budgets.

    Upcoming Courses

    Date Fee
    April 15-19, 2024 $12,500 Register Now
    September 17-20, 2024 $12,500 Register Now
    December 9-13, 2024 $12,500 Register Now