Wednesday, Sep 16

Advisor IQ Replay – Manager Selection and Evaluation: Key Performance Metrics

Today we'll develop an understanding of the various metrics used in performance measurement and manager selection, incorporate knowledge to develop and enhance your investment philosophy and increase confidence in articulating your recommendations to clients. Join us for this replay of the Advisor IQ series.

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“Numbers are consistent. You can count on them.” – Tommy Orange

In this session, we will be discussing quantitative performance metrics used by consultants to evaluate managers and interpret their performance. Material is presented in a practical context to inspire confidence with clients. You will learn how to develop an understanding of the various metrics used in performance measurement and manager selection, incorporate knowledge to develop and enhance your investment philosophy and increase confidence in articulating your recommendations to clients.

Our guest speaker for this continuing education session is John Nersesian, from Pimco Investment Management

Helios Quantitative Research acts as a white-labeled CIO for Financial Advisors across the world. We transform Financial Advisors into full asset managers by helping them create, implement, monitor, communicate, quantitative investment strategies. We currently influence over 100 advisory firms that collectively manage over $30 billion in assets under management. Learn how we are working through the current crisis.

Ben Rohling

Ben Rohling

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