About this Lecture

This lecture instructs IMAC candidates on how to monitor the success or otherwise of the decisions that are made at each level of the portfolio construction cycle and decide whether to stick with them including:

• monitoring the investment objective and challenges associated with that;
• monitoring the Neutral Asset Allocation;
• monitoring the Implementation Plan including monitoring asset class timing, style decisions and active management decisions; and,
• a simple but important illustration of both why and how we should monitor of all aspect...