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 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 for Jinfo clients.
If you are a client, please sign in here so that we can check your account:
- 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
Holding vendors to account
Thursday, 15th December 2022
[New] The Jinfo Subscription is back by popular demand!
13th October 2022
"Are you in a "proactive state of resilience"?"
15th November 2022
With the year end looming, our clients are closing out their 2022 deliverables and turning their attention to 2023 and the challenge of a more uncertain operating environment.
Read on the Blog- 2022: the more things change, the more they stay the same
Tuesday, 29th November 2022 - Are you in a "proactive state of resilience"?
Tuesday, 15th November 2022 - Strategies for succeeding in the final quarter
Wednesday, 26th October 2022
- Let’s talk talent (Community) Tuesday, 10th January 2023
- Holding vendors to account (Community) Thursday, 15th December 2022
- Cost reduction strategies for content portfolios (Community) Tuesday, 22nd November 2022
- Centre of Excellence (step seven - ready, aim, fire) (Webinar) Tuesday, 28th June 2022
- Centre of Excellence (step six - making strategy operational) (Webinar) Wednesday, 15th June 2022
- Making data meaningful (Webinar) Tuesday, 17th May 2022