Your institution’s investment process can create the foundation for generating superior risk-adjusted returns over a long time horizon. However, a disciplined approach is required to effectively manage risk. Professional portfolio managers must rely on a thorough investment process that begins with a complete understanding of the balance sheet. In this session, we will discuss the key components of a thoughtful investment process and decision-making framework informed by asset liability management (ALM).

Key Objectives:
• Understand an institutional portfolio management framework
• Define investment philosophy and strategy
• Identify components of a thorough investment process

Register today to learn how to more effectively manage your portfolio.

Speakers:

Michael Oravetz
Senior Director, Investment Management Group
ALM First

Philip Stiehl
Director, Investment Management Group
ALM First