Portfolio Management Foundations: A Four-Part Series
Session 1: Portfolio Hygiene – Size and Quality
In our first session, Portfolio Hygiene: Size and Quality, learn how portfolio size can help an officer be more focused and efficient in their work, and why you should use predictive models to build high quality portfolios.
Click here to watch the other three sessions in this Portfolio Management Foundations series:
- Session 2: Portfolio Composition and Coverage
- Session 3: Portfolio Review and Churn
- Session 4: Hear from a Panel of Industry Experts