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Investment style clouds the accurate appraisal of managers. To evaluate true performance, use this four-step process.
Maneet Ahuja, a credit risk analyst since the tender age of 17, shares some of her insights on the minds and methods of the most successful hedge fund managers of the last decade.
Investors are always hoping that past performance will be the bell ringer for finding good mutual funds. But as you know, past performance is just a clue—and not a predictive one. Advisors have a wealth of knowledge that they can access that laymen can't. Make use of that advantage to impress prospects with your resources and due diligence.
If you want a deeper understanding of a manager's track record, try factor analysis. It's an easy way to assess why a manager gets the performance he does. All you need is the historical data and a comparable index to conduct high-powered statistical tests at your desktop quickly and easily.
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