Climb to Investment Excellence: A Practitioner's Guide to Building Exceptional Portfolios and Teams

The Climb to Investment Excellence: A Practitioner's Guide to Building Exceptional Portfolios and Teams

By Ana Marshall

"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.

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Book Information

Publisher: Wiley
Publish Date: 11/07/2023
Pages: 224
ISBN-13: 9781394206698
ISBN-10: 1394206690
Language: English

Full Description

A go-to resource for institutional investors and asset allocators seeking practical advice from a proven leader in the field

InThe Climb to Investment Excellence: A Practitioner's Guide to Building Exceptional Portfolios and Teams, celebrated institutional investor and asset allocator Ana Marshall draws on her 36 years' experience in finance and investment to deliver a comprehensive and practical blueprint for a resilient and high-performing institutional portfolio, as well as a reliable roadmap for the management of its stakeholders.

You'll discover ready-to-deploy strategies and advice that's informed by evidence and tried and tested in the real world, helping you to build and manage your team, construct a portfolio, set your goals, select the right managers, and more.

You'll also find:

  • Explorations of three themes that consistently define the careers of successful investors and asset allocators: strategy and planning, trust, and risk management
  • The critical factors every investor and allocator should consider before making any sort of impactful decision
  • Examinations of the importance of resilience in the face of bad fortune or mistakes

A can't-miss resource for institutional investors and asset allocators, The Climb to Investment Excellence will also benefit board members tasked with overseeing their organizations' investment objectives and performance in a volatile and ever-changing market.

(There is no workbook that goes alongside this book.)

About the Author

Ana Marshall is Chief Investment Officer for the William and Flora Hewlett Foundation. She manages a $13 billion investment portfolio and has over 36 years of experience as an institutional investor and allocator. Ana co-teaches a course on asset allocation and portfolio management at Stanford Graduate School of Business.

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