G - Lessons from a CIO's World - Asset Allocation, Diversification and Due Diligence: 2018 Personal Financial Planning Conference

The Chief Investment Officer (CIO) helps investment firms navigate the uncertainties of the financial marketplace. CIOs play an important role in ensuring that financial service providers satisfy the mandates given to them by their clients. From devising investment strategies and building portfolios to monitoring performance and interacting with stakeholders, CIOs manage and deliver on several sub-functions that are essential for executing investment policy needs. 

Session Information
Session Date:
October 24, 2018
G - Lessons from a CIO's World - Asset Allocation, Diversification and Due Diligence: 2018 Personal Financial Planning Conference
Individual topic purchase: Selected
Georgia Society of CPAs
General: 1.00
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