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

Ana Marshall, a renowned institutional investor and asset allocator, shares her 36 years of finance and investment experience in The Climb to Investment Excellence: A Practitioners Guide to Building Exceptional Portfolios and Teams. The book provides a comprehensive blueprint for a resilient and high-performing institutional portfolio, as well as a roadmap for the management of its stakeholders. It offers ready-to-deploy strategies and advice informed by evidence and tested in the real world, helping investors build and manage their teams, construct portfolios, set goals, select the right managers, and more. The book also explores three themes that define the careers of successful investors and asset allocators, examines the critical factors every investor and allocator should consider before making impactful decisions, and emphasizes the importance of resilience in the face of bad fortune or mistakes.

Format: Hardback
Length: 224 pages
Publication date: 07 November 2023
Publisher: John Wiley & Sons Inc

In her highly acclaimed book, "The Climb to Investment Excellence: A Practitioners Guide to Building Exceptional Portfolios and Teams," celebrated institutional investor and asset allocator Ana Marshall shares her invaluable insights and expertise accumulated over a remarkable 36-year career in finance and investment. This comprehensive and practical blueprint provides a roadmap for creating resilient and high-performing institutional portfolios, as well as effective strategies for managing their stakeholders.

Within its pages, readers will uncover a treasure trove of ready-to-deploy strategies and advice backed by evidence and honed through real-world experiences. From building and managing a successful team to constructing a well-diversified portfolio, setting clear goals, selecting the right managers, and more, this book offers a comprehensive guide to investment excellence.

Three central themes that consistently define the careers of successful investors and asset allocators are explored in depth. These themes include strategy and planning, trust, and risk management. Marshall delves into the critical factors that every investor and allocator should consider before making any impactful decision, emphasizing the importance of resilience in the face of adversity or mistakes.

Furthermore, "The Climb to Investment Excellence" offers valuable examinations of the importance of resilience in the face of bad fortune or mistakes. It serves as a crucial resource for institutional investors and asset allocators, empowering them with the knowledge and tools needed to navigate a volatile and ever-changing market. Additionally, board members tasked with overseeing their organizations' investment objectives and performance will find this book immensely valuable, as it provides valuable insights and strategies for achieving success in today's complex investment landscape.

With its wealth of knowledge, practical insights, and actionable advice, "The Climb to Investment Excellence" is a must-read for anyone seeking to excel in the world of institutional investing and asset allocation. Whether you are a seasoned professional or just starting your investment journey, this book will be your trusted companion on the path to investment excellence.

Weight: 480g
Dimension: 160 x 238 x 20 (mm)
ISBN-13: 9781394206698