Investment philosophies for strategic portfolio management
Jinfo Community
2nd December 2021
[Focus: Content Portfolio]
Description
Financial managers build wealth portfolios based on investment philosophies. Your organisation’s portfolio of third-party content should also be based on an investment philosophy, which clearly states objectives, strategies, and measures of success.
In this session, we reviewed and analysed real-world examples of investment philosophies used by members of our community.
We also talked through the principles of establishing an investment philosophy, so that you can develop – or enhance – yours.
Slide presentation and notes
This event has passed, and a recording and/or slide deck is available through a Jinfo Subscription.
If your organisation has a Jinfo Subscription, please sign in here so that we can check your account:
"Yes"
Please sign in to MyJinfo here so that we can check your access to this item:
Or sign in via email:
Enter your email and we'll send you a magic link to sign you in automatically.
- Community event title: Investment philosophies for strategic portfolio management
- Link to this page
- View printable version
Related reports:
- Community deck - investment philosophies for strategic portfolio management
Thursday, 9th December 2021
Register for our next Community session:
Team roles and AI
26th February 2026
Latest on our YouTube channel:
Read on the Blog:
January 2026 update
7th January 2026
- How BASF puts knowledge at the centre of innovation
28th January 2026 - All recent Subscription content
22nd January 2026 - Should you sign up for a product in beta?
13th January 2026
- Licensed content and AI (Community) 24th March 2026
- BASF's knowledge platform demo (Community) 10th March 2026
- Team roles and AI (Community) 26th February 2026