notices - See details
Notices
PR
Prasad Ramani, CFA, FRM (not verified)
5th February 2013 | 12:08am

This is a well summarized list. One thing I would add to this is to check if managers practice what they ‘market’. In many cases, managers show all kinds of quantitative reports that they churn on a periodic basis as part of their portfolio-risk strategy. The key is to investigate if and how these reports actually impact the portfolio decision making process. This also helps understand how risk measurement and risk management are related to each other.