The Climb to Investment Excellence

A Practitioner's Guide to Building Exceptional Portfolios and Teams

A go-to resource for institutional investors and asset allocators seeking practical advice from a proven leader in the field

In The Climb to Investment Excellence: A Practitioner's Guide to Building Exceptional Portfolios and Teams, celebrated institutional investor and asset allocator Ana Marshall draws on her thirty-six years' experience in finance and investment to deliver a comprehensive and practical blueprint for a resilient and high-performing institutional portfolio, as well as a reliable roadmap for the management of its stakeholders.

You'll discover ready-to-deploy strategies and advice that's informed by evidence and tried and tested in the real world, helping you to build and manage your team, construct a portfolio, set your goals, select the right managers, and more.

You'll also find:

- Explorations of three themes that consistently define the careers of successful investors and asset allocators: strategy and planning, trust, and risk management

- The critical factors every investor and allocator should consider before making any sort of impactful decision

- Examinations of the importance of resilience in the face of bad fortune or mistakes

©2024 Ana Marshall (P)2024 Ascent Audio