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Performance management

Performance management

Phocion assists our clients to gain a greater insight into their own performance through our ongoing Performance Management Services. We assist clients by overseeing their performance to ensure the highest quality of performance measurement and avoid the costly impact of cumulative errors. Using both a quantitative and qualitative approach to our analysis, we are able to determine the underlying sources of performance and provide the feedback necessary to invest with skill rather than luck. Our comprehensive approach includes:

 

  • Portfolio Strategy and Benchmark Review
  • Quantitative Performance Evaluation
  • Qualitative Investment Thesis Appraisal
  • Evaluation of the Effectiveness of the Strategy and its Execution