Money chases returns. Investors pile into equity funds at the tail end of bull markets and leave on the tail end of bear markets. Similarly, managers that log high investment returns attract the most capital in later periods despite the lack of positive return persistence. Choose your investment managers smarter. Know how to measure performance and attribute it to the proper causes. From benchmark selection, to traditional performance measures, to recent advances in the importance of asset allocation (does it really explain 93% of performance?), this session will give wealth managers the tools essential to evaluating performance.
Ph.D., CFA, CIPM,
Managing Director, Americas Region and Professional Learning,
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