Shaun Ng, COO – Cleveland Clinic Investment Office (EP.17)
Investment Management Operations
00:00
Building a Sophisticated Investment Office from Scratch
In this chapter, the speakers discuss their experience transitioning from using an outsourced provider to building an internal investment office from scratch. They talk about the challenges and tasks involved in this process, including developing an ODD program, establishing internal controls, and designing efficient investment decision processes. They also emphasize the importance of integration and collaboration with the rest of the enterprise.
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