Why meetings are such an important part of the investment process

WeConvene

Industry surveys consistently highlight the importance that Portfolio Managers (PMs) place on meeting with company management as part of their investment process and it is also the case that for the majority of PM’s the process of attending meetings and the related preparation can in many cases consume the majority of their working hours. In this whitepaper we look at why it is that meetings are considered such a necessity and also how PMs use the meetings to assess management.

Topics covered in this white paper:

  • Why Portfolio Managers place such importance on meeting with management.
  • Portfolio Managers preferred meeting structure.
  • Key characteristics that Portfolio Managers look for when assessing management.

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Neither IR Magazine nor WeConvene will share this information with any third parties, and will only process it in accordance with our respective privacy policies, available here: IR Magazine privacy policy and WeConvene privacy policy.

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