About this Lecture

This lecture instructs IMAC candidates on the principles of fund manager search and selection as it relates to identifying quality managed investments for possible inclusion in portfolios including:

• sources of information when conducing a fund manager or fund search;
• investment management styles across asset classes;
• the strengths and weaknesses of diversified and concentrated portfolios;
• how to assess a portfolio manager’s skill by applying quantitative and qualitative filters;
• the limitations of quantitative and qualitativ...