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Although portfolio opportunity distributions (PODs) are an important statistical tool for evaluating managers' performance, they've suffered from a lack of a standardized benchmark. New enhanced PODs rectify the problem by evaluating managers around a popular S&P or Russell index.
Choosing the right index has been a challenge for advisors looking for unbiased evaluations of their money managers' performance. Here's how new technology can help.
Don't fire your money manager based on traditional peer group analysis. Portfolio opportunity distributions (PODs) can help you evaluate performance more accurately—against your manager's custom benchmark.
Off-the-shelf benchmarks generally muddy investment performance rather than clarify it. To determine whether your manager has truly earned his fee, start by evaluating your index.
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