Daily, Weekly, and Monthly Strategies to Better Manage Your Portfolio

(Retired)

Daily, Weekly, and Monthly Strategies to Better Manage Your Portfolio

(Retired)

Table of Contents


Overview

Routine portfolio maintenance.

Learn strategies and tips for portfolio management for greater fundraising success.

Agenda

  • Portfolio Maintenance
  • Establishing Your Portfolio Routine
    • Daily
    • Weekly
    • Monthly
  • Leveraging Metrics in Portfolio Management

 

Resources

Download the presentation slides (PDF)

 

Why is this event retired?

At AI we want to always ensure that the best and most current trainings are available to members, and we regularly review our trainings to ensure that is the case.