Failure to review performance is not only an employee evaluation shortfall, more importantly, it's an investment compliance issue. Not being able to assess whether or not your investment managers are following the pre-established investment policies places the firm at a great risk. Therefore, recognizing the value of understanding the performance of your investment managers, this information is not something that should be overlooked.
Steps discussed in the investment performance guide include:
Organizing the portfolio groups that need to be tracked
Reviewing management population statistics
Analyzing the contribution by asset class and/or sectors
Analyzing the composite strategy variance
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