If you've ever wondered how the pros really pick fund managers, this episode is for you.
This week, we’re joined by Jo Cornwell, the Head of Manager Research at $34.5 billion managed account provider Evidentia Group.
Plus, we discuss the red flags advisers should look out for when backing funds.
In this episode:
00:00 SMA Boom Explained
03:23 Assessing Fund Managers
09:02 Local vs Offshore Debate
11:58 Culture Drives Performance
13:56 Portfolio Construction Strategies
18:42 Navigating Market Volatility
22:38 Alignment and Growth Challenges
23:03 Building a 3-Asset Portfolio
25:13 Why Managed Accounts Matter
📈 Stocks and ETFs Mentioned: Magellan Financial Group (ASX: MFG), Platinum Asset Management Limited (ASX: PTM)
This episode was recorded on the 8th of April
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.0 Total Hours Knowledge Requirements: Financial Planning (0.25 hour, Managed Investments (0.25 hour) Legislated CPD Area: Technical Competence (0.50 hour)
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Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
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