'Rolling period performance' presentation slideshows

Money Manager Due Diligence Scott Thoma, CFA

Money Manager Due Diligence Scott Thoma, CFA. The Challenge. > 7,000 Separately Managed Account Options > 7,000 Distinct Mutual Funds (> 25,000 when incorporating share classes). The Challenge . Investors judge on short-term performance Fiduciary duty? Urge to "do something".

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