Community deck - investment philosophies for strategic portfolio management
Jinfo Report

9th December 2021

Abstract

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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Stephen Phillips
Lead Analyst
stephen.phillips@jinfo.com

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