Jinfo Community Investment philosophies for strategic portfolio management
Jinfo Community

2nd December 2021

Tweet about this item on Twitter

[Focus: Content Portfolio]


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:


Please sign in to MyJinfo here so that we can check your access to this item:



  Forgotten password?

Sign in with:

Or sign in via email:

Enter your email and we'll send you a magic link to sign you in automatically.



 « All Events