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The Climb to Investment Excellence : A Practitioner's Guide to Building Exceptional Portfolios and Team / Ana Marshall.

By: Material type: TextLanguage: English Publisher: Hoboken, New Jersey : Wiley, November 07, 2023Description: 201 pagesContent type:
  • text
Media type:
  • unmediated
Carrier type:
  • volume
Audience:
  • General
  • Any audience
ISBN:
  • 9781394206698
Subject(s): Additional physical formats: Online version:: Climb to investment excellenceDDC classification:
  • 332.6 23/eng/20230721
LOC classification:
  • HG4521 .M219 2023
Summary: "Whether you are starting a new investment office, creating an investment strategy for a new client, or the investment office has existed for decades, it is important to ensure the objective of the investment program is clear. Different types of organizations have different priorities and objectives. Almost every organization has conflicting priorities between the staff and investment committee (IC) and board, regardless of whether the organization is a family office, pension fund, endowment, or foundation. There are several areas where the board and IC need to reconcile different priorities to develop a clear and cohesive role of the investment program in funding the needs of the organization in the near and long term"--. Provided by publisher.
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Holdings
Item type Current library Collection Call number Status Barcode
Books Idaho Springs Public Library ANF 332.6 MAR (Browse shelf(Opens below)) Available 30404100299765

new book 2023 fall.

"Whether you are starting a new investment office, creating an investment strategy for a new client, or the investment office has existed for decades, it is important to ensure the objective of the investment program is clear. Different types of organizations have different priorities and objectives. Almost every organization has conflicting priorities between the staff and investment committee (IC) and board, regardless of whether the organization is a family office, pension fund, endowment, or foundation. There are several areas where the board and IC need to reconcile different priorities to develop a clear and cohesive role of the investment program in funding the needs of the organization in the near and long term"--. Provided by publisher.

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