How do you determine if your portfolio is good?

Most fund managers rely on simple risk and return statistics to assess whether they've built a good portfolio. While these metrics are widely understood and easy to calculate, they provide little actionable detail on what internal drivers make a portfolio good or how to contextualize the performance beyond potentially misleading category comparisons.

In this session, Sherpa Funds Technology's portfolio construction experts cover:

- How to break your decisions into selection and sizing so you can analyze the effectiveness of each part of your process.- Why analyzing potential portfolio compositions can help you understand your process's strengths and weaknesses.- Where you may be leaving money on the table and how building "good" portfolios can help your better monetize your edge.

Full video of this session is available on the Sherpa Funds Tech YouTube channel at the link: https://youtu.be/1PtvcYDAN_w