Episode 34: Key Considerations when Benchmarking Managed Accounts

from IMAP Podcast Series - Independent Thought · host 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?& moreHosted by Emily Barlow (Perpetual Private)

Episode metadata supplied by the publisher feed · Published Oct 24, 2024

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Episode 34: Key Considerations when Benchmarking Managed Accounts

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This episode is 23 minutes long.

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This episode was published on October 24, 2024.

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