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Selecting a benchmark can be a thorny issue for portfolio managers since it is what their performance is judged against.
This week David Thorpe and Joseph Wilkins are joined by Shanti Kelemen, chief investment officer at M&G Wealth, to discuss this issue.
They discuss the process she uses, the common pitfalls and what the main challenges are in comparing one range of portfolios against another.
The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.
To receive the Asset Allocator email in your inbox for free, sign up here.
The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter.
Hosted on Acast. See acast.com/privacy for more information.
By Asset AllocatorSelecting a benchmark can be a thorny issue for portfolio managers since it is what their performance is judged against.
This week David Thorpe and Joseph Wilkins are joined by Shanti Kelemen, chief investment officer at M&G Wealth, to discuss this issue.
They discuss the process she uses, the common pitfalls and what the main challenges are in comparing one range of portfolios against another.
The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.
To receive the Asset Allocator email in your inbox for free, sign up here.
The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter.
Hosted on Acast. See acast.com/privacy for more information.