Zachary Conway’s Post

Overcome resistance to change and foster agility with DASA’s tools designed to support dynamic and informed decision-making across your portfolio. 👉 Integrate and Optimize with Portfolio Management. https://lnkd.in/ecpqGkKq

We’ve all seen the ways in which companies aren’t set up to deliver on the promise of bringing clinically innovative and life-changing therapies to patients. In this white paper, Leslie Orne, Herman Sanchez, and I explore the institutional barriers that lead to biopharma advancing the wrong products to market, along with our thoughts on what we can do about it. Check it out!

Download our latest whitepaper in our #industryimpactseries. With 62% of launching products underperforming their launch Chad Faulkner, Leslie Orne, and I explore how companies can avoid pitfalls endemic to the industry. Chat with us if you are interested in understanding your own portfolio health. #pickingwinners #pharma

What is a Balanced Portfolio? And why is it important? Watch as we discuss how a Portfolio Manager manages a portfolio and how can we say that a portfolio is doing great for the organization! Click here to Learn More: https://lnkd.in/gKMRFa-K

💡 Learn why continuously generating value for your organization requires a strategically adaptive approach to portfolio management. https://okt.to/CIwKyV

What is a good investment? 💸 ❗ Disclaimer: I'm no financial guru, remember, always conduct thorough research before making any financial decisions❗ So with that said, let’s explore how portfolio theory can be your compass in the financial landscape. Portfolio theory is like a strategic map, emphasizing the importance of diversification to spread risk across various assets (Maximize Return -> Minimize Risk). 🤔 But how do we translate theory into practice? Enter the efficiency frontier, a concept illustrating the balance between risk and return. It acts as a guide, showing us the optimal combinations of investments that offer the best returns for a given level of risk. 🤔 But how do we identify these optimal investments? That’s where the Capital Market Line (CML) comes in. By evaluating investments using the CML equation, we can pinpoint opportunities that offer higher returns relative to their risk. Final Thoughts: Portfolio theory allows us to make informed decisions, steering away from buying lottery tickets to achieve financial freedom. For more information, you can check this video out from MIT OpenCourse: https://lnkd.in/edSPdiv6 #investmentopportunity #financemanagement #moneymatters

Dive deeper into the methodology behind effective portfolio management in our white paper: Building Winning Portfolios: https://lnkd.in/eAW_i2kU? utm_source=linkedin&utm_medium=social&utm_campaign=gartner24&utm_content=wp_building_winning_portfolios

Quantitative Portfolio Management 101: 1. Select the universe. Which of the global 180,000 tradable assets do you select from? 2. Construct the portfolio. Build a model that generates optimal weights. 3. Manage drift. Rebalance to set your target weights to your model weights.

What is your 6th best idea? How do you measure idea quality? If you manage a portfolio, the answer should be at your fingertips. Portfolio management, in its simplest form, is allocating more capital to the better ideas and less to the weaker ideas. In our article below, we discuss why it is important to allocate capital effectively and avoid common mistakes: https://lnkd.in/ehS4HE3z #portfoliomanagement #investmentmanagement

Are you maximizing the potential of your CRE portfolio? Our latest blog dives into essential levers for effective portfolio management that can help you optimize performance and drive growth. 🌟 Read more here: https://ow.ly/9jaZ50SL2eK