Business plans can be a vital tool to the success of adviser firms, specifically to give employees a focus on the firm’s goals. Writing down long term and short term plans involve looking ahead and developing a strategy to take advantage of opportunities and tackle problems to keep firms on track. To download the script and key points to this episode, Click here and sign up to Slide Share free.
Natixis Global Asset Management
How much value does your fund manager add to your equity investments?
Active share is one tool that can help answer the question by accurately measuring how similar the securities in a fund are to its benchmark.