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Chapter 18: Portfolio Monitoring and Performance Evaluation

In this section

  • Portfolio Monitoring
    Explore how continuous portfolio monitoring ensures alignment with client objectives, manages risk, and maintains the health of an investment strategy over time.
  • Performance Evaluation
    Discover how to gauge, interpret, and enhance portfolio performance through effective benchmarks, risk-adjusted metrics, and robust attribution analysis.
  • Tools and Techniques for Monitoring
    Explore the essential tools and techniques for monitoring investment portfolios, including CRM systems, portfolio management software, data analysis tools, dashboards, and compliance considerations in the Canadian context.
  • Rebalancing and Adjustments
    Explore how to keep portfolios aligned with target allocations, manage risk, and optimize returns through strategic rebalancing approaches and timely adjustments.
  • Performance Reporting and Regulatory Considerations
    A comprehensive look at performance reporting obligations, methodologies, and compliance considerations for Canadian investment advisors under CIRO, CSA, and global best practices.

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Chapter 17: Impediments to Wealth Accumulation