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Reviewing and monitoring client portfolios

This session will include the reviewing and monitoring processes of client portfolios, how best to review a portfolio including closed-ended funds and the extra considerations that should be made, and how the selection of an appropriate benchmark for a fund or client portfolio is made.

The regulator requires you to demonstrate an ability to analyse the performance of investments. This session covers portfolio performance and portfolio review and administration:

• Methods of evaluating portfolio performance
• Selection and use of benchmarks
• New money and timing factors
• Changes in client circumstances
• Changes in financial environment
• New products and services available
• Maintenance of products and services
• Use of external services / benchmarking
• Rebalancing
Recorded Jun 6 2013 60 mins
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Presented by
Jacqueline Lockie, Head of Training, AIC
Presentation preview: Reviewing and monitoring client portfolios

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  • Title: Reviewing and monitoring client portfolios
  • Live at: Jun 6 2013 1:00 pm
  • Presented by: Jacqueline Lockie, Head of Training, AIC
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