IMAP Podcast Series - Independent Thought

Episode 34: Key Considerations when Benchmarking Managed Accounts


Listen Later

Julie Ballard (S&P Dow Jones Indices) and Tim Farrelly (Farrelly's Investment Strategies) discuss:

- Benchmarking managed accounts in Australia today

- Specific challenges facing advisers when reviewing managed account performance

- How can advisers approach benchmarking for portfolios with allocations to alternatives?

- How should advisers balance performance with risk management?

& more

Hosted by Emily Barlow (Perpetual Private)

...more
View all episodesView all episodes
Download on the App Store

IMAP Podcast Series - Independent ThoughtBy IMAP