Oct 23 2024 23 mins
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)