Portfolio managers are responsible for implementing the firm’s investment view in each of their client’s portfolios. In doing so, they take into account a portfolio’s unique and current objectives and constraints.
The firm view guides portfolio managers when investing new cash flows and positioning portfolios relative to their strategic targets. A portfolio manager’s specific understanding of a client’s unique goals, needs and risk tolerance determines when, and how, a firm view can be implemented.
We believe in positioning the portfolio decision makers as close to our clients as possible. Therefore, at Conning, portfolio managers are not only responsible for implementing strategy, they also are the primary relationship contact for our clients.
To learn more about Conning’s comprehensive investment services, please contact us.