Portfolio Construction Forum

Quality portfolio construction requires a whole-brain approach


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 A whole-brain approach to portfolio construction encompasses the complete ecosystem for quality investment outcomes. The heart of portfolio construction is technical, analytical and practical, with practitioners determining the drivers of and outlook for the markets, establishing client objectives and constraints, and designing, implementing and monitoring portfolios to achieve agreed objectives. But, knowledge, skill and expertise in these fundamental topics, while necessary, are not sufficient. Incorporating the human-factors - philosophy and finology - into portfolio construction ensures that practitioners understand and manage their own biases, beliefs and behaviours so that a portfolio is more likely to meet the desired investment objectives. A combination of knowledge, skill and expertise across the fundamental topics AND the human factors is essential for better quality portfolios. - Graham Rich and Rob Hamshar, Portfolio Construction Forum. Earn 1.00 CE/CPD hrs on Portfolio Construction Forum

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Portfolio Construction ForumBy Portfolio Construction Forum