Investment Portfolio Excellence: The Conviction of One Truth
As we move out of 2020 and into 2021, the need for investment managers (IMs)1 to get an accurate, comprehensive hold on their portfolios has only accelerated. For firms to be alpha-competitive and fulfill chartered investment mandates, an enterprise view of all assets and portfolios, cash, transactions and positions is now mandatory.
Chartis has conducted a series of in-person interviews with investment management industry practitioners, focusing on the importance of having a comprehensive view
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