Investment philosophies for strategic portfolio management
2nd December 2021
[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.
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