The Roadmap to Success: Measuring Portfolio Management Wins through a Jobs-to-be-Done Lens

Discover the critical success factors in developing investment strategies and how the jobs-to-be-done framework sheds light on portfolio managers' performance

I’ve got a growing catalog of Jobs in the financial services industry because it’s one of those industries that even when it’s failing, it doesn’t go away. People will always need to manage daily finances, make purchases, save money, maintain an emergency fund, etc. On the flip side, the companies that provide these services have jobs-to-be-done as well…