Quality portfolio construction requires a whole-brain approach

Graham Rich and Rob Hamshar  |  Portfolio Construction Forum  |  15 July 2022  |  1.00 CE

A whole-brain approach to portfolio construction encompasses the complete ecosystem for quality investment outcomes. The heart of portfolio construction is technical, analytical and practical, with practitioners determining the drivers of and outlook for the markets, establishing client objectives and constraints, and designing, implementing and monitoring portfolios to achieve agreed objectives. But, knowledge, skill and expertise in these fundamental topics, while necessary, are not sufficient. Incorporating the human-factors - phil...

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