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Benchmarking an investment manager

At the Western Cape Regional Meeting on 19 September 2017, Erasmus van Niekerk of the Midvale Family Office gave a presentation on developing a benchmark for investment managers managing a trust or private client portfolio.  Click the links below for the presentation and further reading material.

Presentation

Does your benchmark measure up?

Benchmarking the BM Agnostic

Questioning Investment Managers

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