Achieving Investment Excellence

What are investment beliefs, why do we need them, and how can they become a source of return?
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Alfred Slager and Jaap van Dam tackled these questions at an event organized by the Swiss CFA Society in partnership with Corestone Investment Managers, providing an insightful discussion on how to define investment beliefs, how to link them to implementation, when to change them, and, not unimportantly, what mistakes to avoid.

The presentation included a case study of the EUR 240bn Dutch pension fund PFZW and an informative Q&A session led by Oliver Grimm from PK Stadt Zürich.

Please find the presentation here.

A video recording of the event is available:

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