Flaptekst

Providing a guide to adapting the endowment model by taking into account the particular needs and objectives of an organization, The Climb to Investment Excellence: A Practitioner's Guide to Building Exceptional Portfolios and Teams, is a one-stop, authoritative roadmap destined to become a classic in the field of institutional investing. It's a perfect guide for investors at every stage of their career, as well as a resource for fiduciaries overseeing large pools of capital. You'll explore the importance of ensuring your team is aligned with your goals, that they possess the tools they need to get the job done, and the capabilities they'll need to succeed. Along the way, you'll also examine hands-on strategies and tips you can use to make sure your investment colleagues and your organization meet these criteria, from advice on selecting the right managers to navigating past common obstacles encountered by institutional investors and asset allocators. Ana Marshall identifies critical attributes that define the careers of extraordinarily successful investors and allocators, including planning and strategy, risk management, and the cultivation of organization-wide trust. She provides helpful lists of issues that every investor should consider and discuss before making decisions. Finally, she emphasizes the importance of resilience in the face of changing market conditions and unanticipated events, as well as how to develop the adaptivity displayed by so many accomplished investors. In The Climb to Investment Excellence, distinguished asset allocator and investor Ana Marshall delivers a thorough and insightful practitioner's guide to constructing a resilient and profitable institutional portfolio and managing its stakeholders. The book is an essential guide to asset allocation for early-career investors and experienced institutional asset allocators seeking on-the-ground advice and best practices.