Webinar details:

Yaser AbuShaban, CFA and Damien Balmet were delighted to partner with the CFA Society Saudi Arabia to discuss Portfolio Transformation & Optimization (PTO) in the Middle East.

Date: Tue, 15 June 2021
Time:  7:00 pm Saudi time
Agenda:

Check out the below outline content of the webinar recording:

 

  • 0’ 20” – Introduction of the speakers by CFA Society KSA
  • 3’ 00” – Introduction to the topic of Portfolio Transformation & Optimization (PTO)
  • 8’ 30” – How to set up an investment firm in line with best practice
  • 10’ 30” – Two recurring themes in the GCC following an initial portfolio diagnostics phase
  • 11’ 30” – Improving performance in a portfolio of direct investments
  • 20’ 15” – International diversification of the portfolio
  • 22’ 20” – How to address ESG risks in a portfolio: Mercer’s Responsible Investing (RI) framework
  • 25’ 30” – PTO: Key take-aways
  • 26’ 50” – Q&A

Portfolio transformation and optimization