Biggest Challenges For A Portfolio Manager At A Registered Investment Advisor
Alexis, a COO/Portfolio Manager, identifies the biggest challenge in the role as balancing the "overload of information" with the need for "flexible" decision-making. The key is making "correct decisions" while managing the emotional aspect inherent in investment choices.
Decision-Making, Information Overload, Emotional Intelligence, Adaptability, Stress Management
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
Alexis Browne
COO / Portfolio Manager
Registered Investment Advisor
Lehigh University 2020
N/A
Economics
Finance (Banking, Fintech, Investing)
Strategic Management and Executive
Video Highlights
1. Balancing information overload with decisive action.
2. Adapting to new information and remaining flexible.
3. Making rational decisions while managing emotions and biases
Transcript
What is your biggest challenge in your current role?
I'd say the biggest challenge of my role as an investor is walking the line between not being so paralyzed by the overload of information that you're constantly receiving, that you can't make effective decisions. It's about being able to remain flexible and adapt to that information.
You need to ensure you have a handle on it without feeling overwhelmed. It's hard to say non-emotional decisions, because there's always going to be emotions, but it's about not letting your emotions get in the way of making the correct decisions.
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