Episode 34: Key Considerations when Benchmarking Managed Accounts
IMAP Podcast Series - Independent Thought
Chapters
1:57
The current position for benchmarking managed accounts
5:30
The challenges for advisors in reporting performance to clients
10:30
The use of SPIVA S&P DJI versus Active Scorecard in reporting performance
12:46
In a bear market active managers struggle to outperform
14:22
What is the right benchmark for hybrids and alternatives?
17:05
Focus on refering to CFA standards in rgard to benchmarks
19:50
Setting a time horizon for your benchmark reporting
21:26
HIghlight on the increasing scrutiny of performance
22:28
Focus on exactly why you're doing performance reporting to arrive at what benchmark to use
IMAP Podcast Series - Independent Thought
Episode 34: Key Considerations when Benchmarking Managed Accounts
Oct 24, 2024
Episode 34
IMAP
Julie Ballard (S&P Dow Jones Indices) and Tim Farrelly (Farrelly's Investment Strategies) discuss:
- Benchmarking managed accounts in Australia today
- Specific challenges facing advisers when reviewing managed account performance
- How can advisers approach benchmarking for portfolios with allocations to alternatives?
- How should advisers balance performance with risk management?
& more
Hosted by Emily Barlow (Perpetual Private)
