In this session, we explore the art of building a successful private market portfolio, focusing on:
- The essence of portfolio construction: What is it, what is the process and how to determine investment objectives and preferences.
- Techniques employed by institutional investors: Models for optimal asset allocation, offering insights on how the techniques can be applied to personal investment strategies.
- Ongoing performance monitoring: How to assess the role of each investment within the portfolio and the adjustments needed to align with evolving objectives.