Investment philosophies for strategic portfolio management
Jinfo Event
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'll review and analyse real-world examples of investment philosophies used by members of our community.
We'll also talk through the principles of establishing an investment philosophy, so that you can develop – or enhance – yours.
Date:
- Thursday, 2nd December 2021 at 08:00 Pacific / 10:00 Central / 11:00 Eastern / 16:00 (GMT) / 17:00 Europe, 60 minutes.
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- Community event title: Investment philosophies for strategic portfolio management
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- Centre of Excellence (step two - create your Pillars of Service) (Webinar) Wednesday, 26th May 2021