Browse Section 8: Working with the Client

27.6 Roles and Responsibilities in the Institutional Market

In this section

  • 27.6.1 Portfolio Managers
    Understanding the key roles and responsibilities of portfolio managers in the institutional market, including investment oversight, client reporting, and communication.
  • 27.6.2 Traders and Sales Professionals
    An in-depth exploration of the roles and responsibilities of traders and sales professionals within the institutional market, focusing on trade facilitation and client relationship management.
Thursday, September 12, 2024