Portfolio Management Foundations: A Four-Part Series
Session 2: Portfolio Composition and Coverage
In session 2, Portfolio Composition and Coverage, we will explore what factors to consider when deciding the make-up of an officer’s portfolio and what to look for to determine if a portfolio is being actively managed.
Click here to watch the other three sessions in this Portfolio Management Foundations series:
- Session 1: Portfolio Hygiene – Size and Quality
- Session 3: Portfolio Review and Churn
- Session 4: Hear from a Panel of Industry Experts