Selecting and monitoring investment portfolios is of fundamental importance to investment professionals and investors alike. As such, the process applied in selecting and monitoring investment portfolios should be thoughtful and complete. This article provides guideline criteria to serve as a touchstone for that purpose. Additionally, the article then maps each criterion to the metrics, process, or approaches used in the selection and monitoring of investment portfolios.
Author Information
Timothy P. Ryan, CIPM, is a vice president at Hartford Investment Management Company.
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