Are your funds even trying?

Presented by

George Cliff

About this talk

Join our very own George Cliff as he talks you through one of the single biggest reasons why active funds under-perform their benchmark and how to use this to your advantage. This presentation will introduce you to the concept of closet indexing, its drag on portfolio performance but most importantly how to use this as an opportunity to consistently find winning funds! Our findings are ground-breaking and reflect our continued efforts to better our systematic approach to fund selection and the delivery of value to investors. We uncover some uncomfortable but welcome truths: • There are some great funds out there, genuinely delivering an active service. They’re just harder to find, and we show you how. • Out-performance can be consistently achieved using the right process. • How fund size and age can impair returns and influence manager behaviour. • Why closet indexing and under-performance happen. We hope you will join us as we unveil what could be the single biggest discovery of the last 10 years on how to generate real investment value for your active clients.
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