The Climb to Investment Excellence

A Practitioner’s Guide to Building Exceptional Portfolios and Teams

A go-to resource for institutional investors and asset allocators seeking practical advice from a proven leader in the field

InThe Climb to Investment Excellence: A Practitioner’s Guide to Building Exceptional Portfolios and Teams, celebrated institutional investor and asset allocator Ana Marshall draws on her 36 years’ experience in finance and investment to deliver a comprehensive and practical blueprint for a resilient and high-performing institutional portfolio, as well as a reliable roadmap for the management of its stakeholders.

You’ll discover ready-to-deploy strategies and advice that’s informed by evidence and tried and tested in the real world, helping you to build and manage your team, construct a portfolio, set your goals, select the right managers, and more.

You’ll also find:

• Explorations of three themes that consistently define the careers of successful investors and asset allocators: strategy and planning, trust, and risk management
• The critical factors every investor and allocator should consider before making any sort of impactful decision
• Examinations of the importance of resilience in the face of bad fortune or mistakes

A can’t-miss resource for institutional investors and asset allocators, The Climb to Investment Excellence will also benefit board members tasked with overseeing their organizations’ investment objectives and performance in a volatile and ever-changing market.

(There is no workbook that goes alongside this book.) 

UK Delivery:

• Free delivery on all orders of £10 or more.
• £1.49 delivery fee on orders below £10.
• UK orders are shipped via Royal Mail 2nd Class.

International Delivery:

• Flat rate delivery charges vary by country.

Dispatch and Delivery Times:

• All orders are shipped from our warehouse in Northampton, UK within 48 hours of receipt during working hours.
• UK mainland orders typically arrive within 3-5 working days via Royal Mail 2nd Class.
• International estimated delivery times:
• Europe & Channel Islands: 7 to 10 working days
• USA: 7 to 15 working days
• Rest of the World: 9 to 21 working days

View our full delivery infomation here.