PAM Guide to Wealth Management

Chapter Ten - Performance measurement and monitoring

In previous chapters, we have discussed how to construct portfolios through the use of asset allocation, the selection of private asset managers and choosing tax efficient structures. This is not the end of the investment process, however. You need to monitor regularly the performance of your investments, to ensure the managers and asset allocation continues to meet your objectives and risk profile on an ongoing basis. It is important to rebalance your portfolio regularly as well, so it retains your strategic asset allocation, because this is designed to meet your long-term objectives.

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The PAM Directory is a comprehensive guide on comparative data focusing on asset managers, investment managers, private banks, stockbrokers, wealth managers and multi-family offices, who provide discretionary and/or advisory portfolio management services for private clients.

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