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
Subscribe to PAM to hear about the latest news and promotions
Site Content Copyright PAM Insight Ltd 2016
This option is not available when logged in as a Private Asset Manager.
For registering with PAMonline. You should now receive an email asking you to verify your email address. If you do not receive this email, please call +44 (0)207 967 1601 for assistance.
To reset your password please enter code below.
To restore your password please enter your email below.
To see full information of the Private Asset Managers, plus the opportunity to rate and follow, login or register
For registering with PAMonline.
You should now receive an email asking you to verify your email address.
If you do not receive this email, please call +44 (0)207 967 1601 for assistance.
To return to the Home page, click here
To see full information of the Private Asset Managers,
plus the opportunity to rate and follow, login or register.
Please fill in all the fields.
To activate your account enter valid activation code below.
To resend activation email type in your registered email address below. Or contact the PAM office on +44 (0)20 7967 1608 to get instructions to activate your account.