Managing a Good Portfolio Construction Process

Описание: To improve on their portfolio construction decisions PMs need to measure and understand which parts of their process are working well and which are not.

A process-driven approach to portfolio construction helps PMs make concrete, intentional decisions at each step in building their portfolio. Given uncertainty in the market, some of those decisions will work out while others won't.

PMs can benefit from thinking about the types of decisions they make in portfolio construction rather than looking at decisions at the individual asset level. Such decision types may include asset selection broadly, grouping assets by scores, the range of outcomes from a given portfolio definition and the sizing of assets to ultimately produce the implemented portfolio.

By building a regular workflow for measuring and managing the impact of these different types of decision PMs can create a feedback loop that enables better decision making and improved portfolio results.

In this webinar, we'll show how PMs can:

... measure asset selection and asset scoring results to better understand what is working and adjust their portfolio construction accordingly.
... use ex-post Candidate Portfolio Analysis to determine how "good" their asset sizing decisions were .
... track these data points over time to build a more robust understanding of what they're good at and identify ways to improve their results.

If you prefer to read, head to our blog here:
Portfolio Construction Process - https://sherpafundstech.com/portfolio...

Learn more about Sherpa's approach to portfolio construction at www.sherpafundstech.com or read more about Communicating Portfolio Construction here bit.ly/communicatingPC