Latest / L&G Talks Asset Management
420: What separates a good managed portfolio service from a great one?
L&G’s James Giblin, Fund Manager, and Dorian Squires, Investment Director at Apollo Investment Management, go beyond performance numbers to explore the people, processes and partnerships that sit behind a managed portfolio service.
Drawing on their own experiences, they share real-world examples of how investment decisions are made, how funds are selected and monitored, and how advisers and fund managers work together through changing market conditions.
The discussion includes lessons from periods of market volatility, insights into the due diligence and governance that underpin portfolio…
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