Benchmarking for success
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 skinny
The skinny isn't ready yet — notes appear once the transcript is processed.