DiscoverIMAP Podcast Series - Independent ThoughtEpisode 34: Key Considerations when Benchmarking Managed Accounts
Episode 34: Key Considerations when Benchmarking Managed Accounts

Episode 34: Key Considerations when Benchmarking Managed Accounts

Update: 2024-10-24
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Description

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)

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Episode 34: Key Considerations when Benchmarking Managed Accounts

Episode 34: Key Considerations when Benchmarking Managed Accounts

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