Insurance company fund due diligence extended

A fund due diligence project on the platform managed by an insurance company was extended and new funds and asset managers were added. The deadline was set for asset managers who will see the due diligence request in their respective … Read more

Portfolio Management: Investment Manager Selection

Jeffrey C. Heisler, PdD, CFA and Donald W. Lindsay, CFA

CFA Institute provides a series of readings directly from the CFA® Program curriculum (available for members).

Refresher Reading – 2021 CFA Program – Level III – Reading . 33