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How do I evaluate the performance of investment managers and make changes as needed?

Curious about investment management

How do I evaluate the performance of investment managers and make changes as needed?

When evaluating the performance of an investment manager, you should consider several factors. First, look at the manager's investment philosophy and style. Do they align with your own investment objectives and risk tolerance? Next, examine their historical performance, taking into account any market conditions that may have influenced their results. Also, review their fees and expenses to ensure they are reasonable and aligned with industry standards.

It's also important to communicate regularly with your investment manager to discuss your investment goals, expectations, and any changes to your circumstances that may affect your investment strategy. You should also ask questions about their investment decisions and any changes they plan to make to your portfolio.

If you are unhappy with the performance of your investment manager, you may need to consider making a change. However, before doing so, be sure to carefully evaluate the potential costs and benefits of such a move, including any tax implications and the potential impact on your overall investment strategy.

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