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Lisa Jones on Investing With a Purpose (Podcast)

Masters in Business

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Evolving Investment Strategies in Today's Landscape

This chapter explores innovative investment strategies aimed at generating yield beyond traditional options, such as the use of closed-end funds and multi-asset portfolios. It discusses the evolution of asset management, highlighting the merging of institutional and retail practices while addressing the impacts of technology and pricing pressures on the industry. The chapter advocates for a tailored approach to client engagement, emphasizing the need for adaptability in an ever-changing financial environment.

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