Ten (or so) questions to ask a fund manager

Ten (or so) questions to ask a fund manager

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Discovering why poor performers remain in portfolios and uncovering managers' real - as opposed to stated - investment objectives can give advisers an edge on fund due diligence, writes Graham O'Neill...

Fund managers' meetings are key to the fund review process. Not only do they increase understanding of the fund and how it operates, but they also provide the opportunity to ask the questions you want answers to - not just the ones the fund managers want to answer. In our view, preparing for these meetings is as important as the meeting itself - ensuring that we ask relevant and timely questions focussing on the areas that we see as important. In this article, we highlight some key areas to cover.   So, you took a 'gap year'? Getting an understanding of the manager's career backg...

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