If you’ve ever wondered how the pros really pick fund managers, this episode is for you.

This week, we’re joined by Jo Cornwell, the Head of Manager Research at $34.5 billion managed account provider Evidentia Group.

Plus, we discuss the red flags advisers should look out for when backing funds.

In this episode:

00:00 SMA Boom Explained

03:23 Assessing Fund Managers

09:02 Local vs Offshore Debate

11:58 Culture Drives Performance

13:56 Portfolio Construction Strategies

18:42 Navigating Market Volatility

22:38 Alignment and Growth Challenges

23:03 Building a 3-Asset Portfolio

25:13 Why Managed Accounts Matter

📈 Stocks and ETFs Mentioned: Magellan Financial Group (ASX: MFG), Platinum Asset Management Limited (ASX: PTM)

This episode was recorded on the 8th of April

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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.

0.0 Total HoursKnowledge Requirements: Financial Planning (0.25 hour, Managed Investments (0.25 hour) Legislated CPD Area: Technical Competence (0.50 hour)

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