There are a number of steps you can take to review portfolios and investment managers. As we said earlier, the review process is aided by the drafting of an investment policy statement at the outset. The first step in monitoring portfolios is to decide when the statement and objectives need to be reviewed. In reviewing investment objectives, check whether your personal or financial arrangements have changed and has the asset allocation or manager been changed.
There are numerous questions that aid the monitoring of portfolios. These include: has the portfolio achieved its stated objectives? Has it tracked the benchmark throughout the period? Is there a maximum downside risk that has been agreed and has the manager breached this?
Has the manager achieved returns in line with expectations? Has the manager met the criteria to date? Has the manager managed the assets as instructed? Can the assets easily be tracked and monitored? Have any restrictions placed on the investments been acknowledged and adhered to? Does the asset allocation reflect the stated investment strategy? Finally, you need to decide whether to change any of the private assets managers looking after your portfolios.
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.Order Now
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