PORTFOLIO FUNDING STRATEGIES
The essential function of a portfolio is to manage the funds allotted to it and produce optimal outcomes with those funds. However, the management of portfolio funds can be a complex exercise that needs the portfolio manager to balance several competing constraints. In this chapter we examine the following aspects related to portfolio funding:
- Discussion of the annual funding cycle and the two types of investment dollars typically encountered in the funding cycle
- The supply side challenges imposed by the annual funding cycle on the portfolio office’s choice
- The demand side challenges imposed by the annual funding cycle on the portfolio office’s choice
- A discussion of the best practices, including run-hot ...