When I was a portfolio manager, performance reporting was a key part of my marketing message. With strategies that often ranked within the top 10 in their category not percent, mind you, but top 10 within the strategy communications with investors, consultants, advisors and prospects were simple. Why wouldn’t you invest in our strategies? They’re among the best. That’s not my opinion. It’s an objective fact.
Asset managers are graded daily on a wide variety of characteristics returns, yields, performance versus benchmark or competitive group, volatility, Sharpe ratio, beta versus benchmark . the list goes on.
Now we are adopting another set of very important metrics, environmental, social or governance (ESG) indicators and the more nebulous concept of “impact.” Still, there’s no widely accepted metric for ESG, despite the explosive growth in investor interest in the strategies, from institutional portfolios to retail investors and ETFs.
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