Portfolio Manager Behavioural Analysis Illustration

Portfolio Manager Behavioural Analysis Illustration

In this video, Ali explains more closely one of the behavioural analytical approaches, what can we learn from historical transactions, as a basis for assessing how to improve investment decision making in the future. He will focus on a simple equity portfolio and some basic decisions to illustrate this.
Overview

In inferring investment decisions from past transactions, one must use all the information available in order to make informed assumptions about the most likely nature of a portfolio manager’s past choices.

Key learning objectives:

  • How can we infer investment decisions from historical transactions?

  • What are some important considerations when assessing decisions?

  • What are Equity, Fixed Income & Multi Asset portfolio strategies?

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Summary
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Expert
Ali Chabaane

Ali Chabaane

With over 20 years of experience leading investment teams across equity, fixed income and multi-asset portfolios, Ali is now Managing Director at Fastnet Asset Management which provides portfolio managers with insights on how active performance is generated and how to enhance it. Prior to Fastnet, Ali has previously been Global Head of Portfolio Construction at Amundi, and Head of Credit Risk Methodologies at BNP Paribas.

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