Setting Investment Objectives to Reach Your Goals – Implementation–Manager Selection

Topic 6: Implementation–Manager Selection

The last step in building a portfolio is selecting a manager(s), fund(s) or other vehicles that can fit your strategy and objectives. View the video presentation. A text of the video presentation is below, if you would like to review.

Supporting documents:

Manager Selection

Click on a button below to access another topic in the “Setting Investment Objectives to Reach Your Goals” Course

1. Introduction to the Investment Process

2. Determing Investment Objectives

3. Setting Your Investment Objectives

4. Understanding Your Risk

5. Returns vs. Risk

6. Implementation: Manager Selection

7. Ongoing Evaluation