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Investment

Investment strategy

Lucky dip?

July 2009

Heather Lamont suggests topics for discussion at a portfolio strategy review meeting with your investment manager
 

Does the quarterly report you get on your investments help you understand how your portfolio manager is pursuing your investment objectives, or does it consist of little more than a list of securities, with a note of recent purchases and sales?

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Heather Lamont

Author: Heather Lamont

Heather Lamont joined CCLA in July 2008 from the charities team at HSBC as an investment manager. She is a trustee for three charities (Crisis, Cripplegate Foundation, and the National Animal Welfare Trust). As well as chartered accountancy, her qualifications include the Diploma in Charity Accounting, the Investment Management Certificate, and an MBA from Manchester Business School. 

www.ccla.co.uk

Click here for other articles written by Heather Lamont

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