Perhaps one of the more critical success factors in achieving your 2011 technology goals involves deciding when it is time to introduce a new technology objective. This is particularly critical at the start of a new initiative. Be sure to take inventory of the overall business volumes within your firm, and the capacity of your staff, and determine who is available. It is very important to be realistic—if several staff members are going to be out of the office, then perhaps it is more beneficial to delay the start of the initiative. Unfortunately, it is all too common for an initiative to get “kicked-off” without the proper resources available. Sometimes the decision to start an initiative is best correlated to a particular time of the year. Be cautious about starting significant projects around the end of a quarter, during tax season or other busy times of the year.
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In this session we’ll discuss whether or not factor investing is truly active management, and how to define and test whether a factor exists.
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Join ThinkAdvisor & Wells Fargo in this webcast to learn a dynamic four criteria approach and how to gain portfolio flexibility.
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Join ThinkAdvisor for this live, interactive webcast and hear from the winners of the 2015 SMA Mangers of the Year on impact investing strategies and...