Key Questions for Portfolio Managers

Generating index-beating returns and demonstrating your added value as an active manager requires asking — and being able to answer — some challenging and often subtle questions. 

Are the stocks you’re interacting with most the ones where you’re making the best decisions?

Are your small positions helping or hurting?

At what point in their lifecycle do your ideas tend to run out of alpha steam?

Download the key questions that we at Essentia Analytics help portfolio managers answer every day.