The Climb to Investment Excellence
eBook - ePub

The Climb to Investment Excellence

A Practitioner's Guide to Building Exceptional Portfolios and Teams

Ana Marshall

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eBook - ePub

The Climb to Investment Excellence

A Practitioner's Guide to Building Exceptional Portfolios and Teams

Ana Marshall

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About This Book

A go-to resource for institutional investors and asset allocators seeking practical advice from a proven leader in the field

In The Climb to Investment Excellence: A Practitioner's Guide to Building Exceptional Portfolios and Teams, celebrated institutional investor and asset allocator Ana Marshall draws on her 36 years' experience in finance and investment to deliver a comprehensive and practical blueprint for a resilient and high-performing institutional portfolio, as well as a reliable roadmap for the management of its stakeholders.

You'll discover ready-to-deploy strategies and advice that's informed by evidence and tried and tested in the real world, helping you to build and manage your team, construct a portfolio, set your goals, select the right managers, and more.

You'll also find:

  • Explorations of three themes that consistently define the careers of successful investors and asset allocators: strategy and planning, trust, and risk management
  • The critical factors every investor and allocator should consider before making any sort of impactful decision
  • Examinations of the importance of resilience in the face of bad fortune or mistakes

A can't-miss resource for institutional investors and asset allocators, The Climb to Investment Excellence will also benefit board members tasked with overseeing their organizations' investment objectives and performance in a volatile and ever-changing market. (There is no workbook that goes alongside this book.)

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Information

Publisher
Wiley
Year
2023
ISBN
9781394206704

Table of contents