25 years: Investment management
In this video, Ali highlights the importance of examining the key metrics that impact a portfolio manager's performance - from how they make decisions for long-term positive performance, to assessing explicit or implicit behavioural patterns that can indicate biases.
In this video, Ali highlights the importance of examining the key metrics that impact a portfolio manager's performance - from how they make decisions for long-term positive performance, to assessing explicit or implicit behavioural patterns that can indicate biases.
13 mins 10 secs
When examining the portfolio managers' decisions, two key metrics play an important role - The Hit Ratio, and The Win/Loss Ratio. Similarly Ali outlines assessing explicit or implicit behavioural patterns that can indicate biases which we need to be aware of.
Key learning objectives:
What metrics can be used to assess the research and investment decisions of the portfolio manager?
What are some biases that lead to a suboptimal sell discipline?
How can we analyse a portfolio manager's skill level?