For nearly 50 years, the Investment Management Workshop (IMW) has convened the world's top principals, portfolio managers, and executives to explore the latest strategies and best practices in asset management. Developed by Harvard Business School (HBS) Executive Education and CFA Institute, this renowned industry forum focuses on improving strategic decision making in three integrated areas—asset management, business strategy and development, and investment strategy and execution. You will explore real-world cases with a diverse group of industry peers and emerge with new insightson how to optimize your strategic edge.

What You Can Expect

Delivered in the unique Harvard Business School case method style, you will work with a small group of global peers on a broad range of real-world cases that examine current and emerging developments in asset management. Focused on strategic decision making, key topics include the following:

  • Evaluating and implementing innovative investment strategies across all segments of the industry, including asset allocators, public and private equities, fixed income, and passive strategies
  • Analyzing disruptive innovations in the investment management industry
  • For asset management firms, examining strategic drivers of growth and profitability as well as building and maximizing their strategic and investing edges
  • For asset allocators, exploring the latest trends and innovations in investment policy design and execution as well as the organization of institutional investors

Read More

Delivered in the unique Harvard Business School case method style, you will work with a small group of global peers on a broad range of real-world cases that examine current and emerging developments in asset management. Focused on strategic decision making, key topics include the following:

  • Evaluating and implementing innovative investment strategies across all segments of the industry, including asset allocators, public and private equities, fixed income, and passive strategies
  • Analyzing disruptive innovations in the investment management industry
  • For asset management firms, examining strategic drivers of growth and profitability as well as building and maximizing their strategic and investing edges
  • For asset allocators, exploring the latest trends and innovations in investment policy design and execution as well as the organization of institutional investors

Read More

Your Course of Study

Over four intensive days, you will be immersed in cases studies on timely topics, interactive lectures, and small group discussions. Often, the case protagonists—individuals intimately involved in or directly affiliated with the cases being studied—attend one of the case discussions.

Read More

Over four intensive days, you will be immersed in cases studies on timely topics, interactive lectures, and small group discussions. Often, the case protagonists—individuals intimately involved in or directly affiliated with the cases being studied—attend one of the case discussions.

Read More

Who Is Right for the Program

This program is ideal for rising executives in investment management organizations—including firms focused on hedge fund and private equity investing—as well as pension funds, sovereign wealth funds, endowments, and investment consulting firms. The program is also valuable for individuals involved in areas related to capital markets, such as corporate finance, brokerage, and mergers and acquisitions.

Read More

This program is ideal for rising executives in investment management organizations—including firms focused on hedge fund and private equity investing—as well as pension funds, sovereign wealth funds, endowments, and investment consulting firms. The program is also valuable for individuals involved in areas related to capital markets, such as corporate finance, brokerage, and mergers and acquisitions.

Read More

The IMW is taught by full-time Harvard Business School faculty—skilled educators, groundbreaking researchers, award-winning authors, and leading authorities in the investment management field.

One of the workshop's major benefits is the access it provides participants to the faculty members who wrote the majority of the cases discussed. These global thought leaders maintain professional relationships with many of the case protagonists, who typically participate in the workshop as guest speakers.

Faculty Cochair
George Gund Professor of Finance and Banking, Emeritus. Faculty cochair of the "Investment Management Workshop." Read Full Bio
Faculty Cochair
George E. Bates Professor of Business Administration. Senior Associate Dean for Executive Education. Member of the Finance Unit; and faculty cochair of the "Investment Management Workshop." Read Full Bio

View Entire Teaching Team

The IMW is taught by full-time Harvard Business School faculty—skilled educators, groundbreaking researchers, award-winning authors, and leading authorities in the investment management field.

One of the workshop's major benefits is the access it provides participants to the faculty members who wrote the majority of the cases discussed. These global thought leaders maintain professional relationships with many of the case protagonists, who typically participate in the workshop as guest speakers.

André F. Perold

Faculty Cochair
George Gund Professor of Finance and Banking, Emeritus. Faculty cochair of the "Investment Management Workshop."

Luis M. Viceira

Faculty Cochair
George E. Bates Professor of Business Administration. Senior Associate Dean for Executive Education. Member of the Finance Unit; and faculty cochair of the "Investment Management Workshop."

View Entire Teaching Team

Admissions

Enrollment in the IMW is limited to a select group of rising executives who have significant involvement in investment decision-making and business operations. Application acceptance is subject to the approval of the Admissions Committee. Professional achievement and organizational responsibility are the main criteria for admission. There are no formal education requirements.

Read More

Enrollment in the IMW is limited to a select group of rising executives who have significant involvement in investment decision-making and business operations. Application acceptance is subject to the approval of the Admissions Committee. Professional achievement and organizational responsibility are the main criteria for admission. There are no formal education requirements.

Read More

Programs, dates, fees, and faculty are subject to change.

In accordance with Harvard University policy, Harvard Business School does not discriminate against any person on the basis of race, color, sex or sexual orientation, gender identity, religion, age, national or ethnic origin, political beliefs, veteran status, or disability in admission to, access to, treatment in, or employment in its programs and activities.