How can investment professionals improve decision-making in increasingly complex and uncertain markets?
In this episode of Conversations with Frank Fabozzi, CFA, Susan Brake offers practical perspectives on the total portfolio approach, governance, and the evolving role of AI in investment decision-making.
Key Discussion Points:
Rethinking the total portfolio approach Where it works, and where firms get it wrong
What actually drives better investment decisions Beyond structure, models, and collaboration
Using AI in practice How the role of the investment professional is changing
Seeing risk through a systems lens Beyond traditional portfolio models
Governance as a performance lever Why decision processes matter more than expected
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