Sure, every institution has an investment strategy. It is an internal and regulatory must. You probably even reviewed your strategy in the past year. But does the Board understand it, can you explain it, and is it justifiable? In this webinar, we will review the attributes of a solid investment strategy.
LEARNING OBJECTIVES/SESSION TAKEAWAYS:
- Review the necessary components of a strong strategy
- Identify common pitfalls of weak strategies
- Discuss appropriate methods to review and update the portfolio over time