Portfolio Management Foundations: A Four-Part Series

Webinar

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Session 2: Portfolio Composition and Coverage

In session 2, Portfolio Composition and Coverage, we will explore what factors to consider when deciding the make-up of an officer’s portfolio and what to look for to determine if a portfolio is being actively managed.

Click here to watch the other three sessions in this Portfolio Management Foundations series:

  • Session 1: Portfolio Hygiene – Size and Quality
  • Session 3: Portfolio Review and Churn
  • Session 4: Hear from a Panel of Industry Experts