Portfolio Manager Skills Assessment II

Portfolio Manager Skills Assessment II

It is important to have metrics that will tell us if there’s any relationship between the conviction we put in a strategy and the level of performance we get from it. In this video, Ali continues looking at the various metrics assessing behavioural patterns.
Overview

Going through each step of a portfolio manager investment process and having a specific measure to assess the quality of the decision taken, would allow a portfolio manager or an investor to pinpoint the area of improvement and to design a clear route to achieve it.

Key learning objectives:

  • What metric can we use to assess a behaviour drift?

  • What is the objective of analysing the timing of decisions?

  • What are the benefits in assessing timing decisions?

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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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This content is also available as part of a premium, accredited video course. Sign up for a 14-day trial to watch for free.