Global Macroeconomic Overview and Investment Process

Amy Raskin, Chief Investment Officer, presents a global macro overview and the four steps of the investment process at Chevy Chase Trust’s 2017 Fall Investment Symposium.

Amy’s presentation included an interactive audience response system that allowed participants to provide feedback on various topics of behavioral bias. She also covered the steps of our investment process. “We have developed a robust four-step process which helps us identify and capitalize on investment opportunities earlier than our competitors. This process also helps us manage risk though both proper identification of where we are in the economic cycle and very careful, deliberate portfolio construction.”

To view highlights from Amy’s presentation, click here.

To view her full presentation, click here.

Important Disclosures