SFT Process Alpha Series Sherpa Funds Tech

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 the second session in this series, Sherpa Funds Technology's portfolio construction experts will show:

- Why thinking about individual portfolio holdings in terms of risk, expected return and ability to diversify the portfolio provides clarity into asset-specific selection and sizing decisions.
- How visualizing your portfolio using these drivers helps quickly identify areas for potential improvement.

Full video of this session is available on the Sherpa Funds Tech YouTube channel at the link: https://youtu.be/aikBbE8S5mw

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