Investment management. 8 steps to improve performance.
Today's troubling economic times call for financial managers to take a back-to-basics approach to investment management. Goals and investment practices should be reexamined to determine if they continue to meet the organization's needs. The policy asset allocation and portfolio should reflect the appropriate weight and mix to serve the organization's present and long-term goals. Consultants, investment managers, and custodians should be evaluated carefully to support cost-efficient, effective service.
Calvello
Angelo A
AA
State Street Global Advisors, Chicago, USA. angelo_calvello@ssga.com
D002202:Capital Financing / Q000379:methods*; D003362:Cost-Benefit Analysis; D003659:Decision Making, Organizational; D017598:Efficiency, Organizational; D005377:Financial Management, Hospital / Q000379:methods*; D017408:Guidelines as Topic; D007449:Investments / Q000191:economics* / Q000458:organization & administration; D014481:United States