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Think back through Sofia's path towards a more diversified portfolio.What did it teach you about portfolio management and responsible investing?Match each lesson learned to the
Think back through Sofia's path towards a more diversified portfolio.What did it teach you about portfolio management and responsible investing?Match each lesson learned to the corresponding stage on Sofia's journey. Sofia's JourneyShe was promoted to be a SubPortfolioManager at a pension fundThe EDGY scandal broke and stock values dropped across the retail sectorShe began researching responsible investing trendsShe rebalanced her subportfolio with diverse and ESGrated stocks Lessons LearnedPortfolio Managers can take both active and passive management approachesThe boom in responsible investing has led to more greenwashingIt is important to have a diverse range of investments in your portfolioEffective Portfolio Managers can minimize risk while maximizing returns for their clients
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