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
For immediate access to the guide, please complete the short form. Upon submission, the guide will be sent to your inbox.