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Milestones in strategic planning for business

Spreadym

Operational planning , on the other hand, has a shorter time frame and concentrates on the immediate or near-term activities that need to be carried out to achieve the strategic objectives. It provides a basis for evaluating performance and identifying areas for improvement.

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Transcript: Marta Norton

Barry Ritholtz

I think a lot of people think of Morningstar, and rightly so for the star ratings, which are performance measurements. NORTON: Within Morningstar Investment Management, we are very much high conviction investors probably — RITHOLTZ: Meaning concentrated portfolio? What makes a good investment strategy?