Overview
How can investment professionals improve decision-making in increasingly complex and uncertain markets?
In this episode of Conversations with Frank Fabozzi, CFA, Sue Brake offers practical perspectives on the total portfolio approach, governance, and the evolving role of AI in investment decision-making.
Timings:
12:00 PM ET | 5:00 PM GMT
CFA Institute members may self-report one (1) Professional Learning (PL) credit for participating in this webinar.
Key takeaways
- Rethinking the total portfolio approach
Where it works, and where firms get it wrong - What actually drives better investment decisions
Beyond structure, models, and collaboration - Using AI in practice
How the role of the investment professional is changing - Seeing risk through a systems lens
Beyond traditional portfolio models - Governance as a performance lever
Why decision processes matter more than expected
Speakers
Webinar
Conversations with Frank Fabozzi, CFA: Beyond models: Governance and decision-making in practice
Complimentary