Managing Today s Investment Firms 1st Edition by Joseph A Carrier, Carlo Di Florio ISBN 0935015973 9780935015973 by Joseph A. Carrier, Carlo Di Florio, Maarten L. Nederlof, Lee P. Munder, Bruce E. Clarke, Orie L. Dudley, Jim Harris, Charles B. Burkhart, Christopher J. Acito, Eugene Flood Harry S. Marmer 0935015973 instant download after payment.

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Product details:

ISBN 10: 0935015973 
ISBN 13: 9780935015973
Author: Joseph A Carrier, Carlo Di Florio

Managing Today s Investment Firms 1st Table of contents:

• Chapter 1: The Business of Investment Management

  • Understanding the firm's purpose and value proposition
  • Different business models (e.g., retail, institutional, wealth management)
  • Revenue models and cost structures

• Chapter 2: Organizational Structure and Governance

  • Designing an effective organizational chart
  • Roles and responsibilities of key personnel (e.g., portfolio managers, analysts, operations)
  • Governance frameworks and decision-making processes

• Chapter 3: Investment Process and Portfolio Management

  • Developing and implementing investment strategies
  • Research and analysis functions
  • Risk management within the portfolio
  • Performance measurement and attribution

• Chapter 4: Operational Excellence and Technology

  • Streamlining back-office operations
  • Leveraging technology for efficiency and data management
  • Cybersecurity and data privacy considerations

• Chapter 5: Client Relationship Management and Business Development

  • Attracting and retaining clients
  • Understanding client needs and expectations (e.g., investment policy statements)
  • Marketing and branding strategies

• Chapter 6: Compliance, Ethics, and Regulation

  • Navigating the regulatory environment (e.g., SEC, local financial authorities)
  • Establishing a strong ethical culture
  • Managing conflicts of interest

• Chapter 7: Talent Management and Culture

  • Hiring, developing, and retaining top talent
  • Compensation and incentive structures
  • Fostering a productive and ethical work environment

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Tags: Joseph A Carrier, Carlo Di Florio, Managin, Investment