by Liz Hecht | February 2011 | Presenting Performance and the Portfolio
In This Issue: When Last Should Come First | The Performance Guy | Hasta La Vista! Performance is key to understanding any investment product. So why is performance often treated as an afterthought in investment marketing materials—buried at the tail end of a pitch... by Liz Hecht | January 2011 | Selling the Investment Process
In This Issue: Why the Macro Matters | The Cost of Jargon | Down the Hatch? The potential portfolio impact of market or top-down forces is a legitimate concern among many investors. Yet some investment professionals fail to address this topic effectively—even during... by Liz Hecht | November 2010 | Excess Returns, Template
In This Issue: First Section | Second Section | Third Section This is the introduction paragraph. It will typically be a couple of sentences. Make sure “Excess Returns” is italicized. Copy and paste the introduction into the “Excerpt” section...
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