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

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PublisherWiley
ISBN 139781394206698
ISBN 101394206690
AuthorAna Marshall
Book FormatHardcover
LanguageEnglish
Book DescriptionA go-to resource for institutional investors and asset allocators seeking practical advice from a proven leader in the fieldInThe 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 managementThe critical factors every investor and allocator should consider before making any sort of impactful decisionExaminations of the importance of resilience in the face of bad fortune or mistakesA 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 AuthorANA 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. She is a frequent speaker at Milken Institute, a member of the Council on Foreign Relations, and serves on several nonprofit boards. Read more
Publication Date2023-11-07
Number of Pages224 pages

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

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