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Portfolio Manager Benchmarking Report January 2009 through September 2012 Published December 2012 Contacts: Joyce Turner, Director, Department of Enterprise Services, (360) 407-9201 Bill Phillips,

How to fill out portfolio manager benchmarking report

How to fill out a portfolio manager benchmarking report:

1. Start by gathering all the necessary data and information related to your portfolio. This includes details about the individual investments, their performance, and any relevant market data.
2. Identify the benchmark against which you want to compare your portfolio. This benchmark should be representative of the asset class or investment style that closely matches your portfolio.
3. Compare the performance of your portfolio against the benchmark over a specific time period. Calculate relevant metrics such as the return on investment, standard deviation, and the Sharpe ratio to evaluate the risk-adjusted performance.
4. Analyze the performance attribution of your portfolio by decomposing the returns into various factors such as asset allocation, security selection, and market timing.
5. Assess any transaction costs or fees associated with managing the portfolio. This includes trading expenses, management fees, and any other charges that might impact the overall performance.
6. Consider additional qualitative factors that might impact the performance of your portfolio. This could include factors such as changes in the investment strategy, market conditions, or regulatory changes that could have affected your portfolio's performance.

Who needs a portfolio manager benchmarking report:

1. Institutional investors: Pension funds, endowments, and other large institutional investors often use benchmarking reports to evaluate the performance of their portfolio managers. This helps them make informed decisions about their investment allocations.
2. Individual investors: High net worth individuals or retail investors who have engaged the services of a portfolio manager may also require benchmarking reports to assess the performance of their investments and make informed decisions about their portfolios.
3. Investment consultants: Consultants who provide advisory services to investors or institutions may use benchmarking reports to evaluate the performance of different portfolio managers and make recommendations based on their findings.

In summary, filling out a portfolio manager benchmarking report involves gathering and analyzing performance data, comparing against a benchmark, assessing factors such as transaction costs, and considering qualitative factors. This report is useful for institutional and individual investors as well as investment consultants to evaluate portfolio managers' performance and make informed decisions.

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What is portfolio manager benchmarking report?

The portfolio manager benchmarking report is a report that provides performance benchmarking information for portfolio managers. It allows them to compare their investment performance against a designated benchmark and assess their investment strategies.

Who is required to file portfolio manager benchmarking report?

Portfolio managers who are registered with the relevant regulatory authorities and meet the specified criteria are required to file the portfolio manager benchmarking report.

How to fill out portfolio manager benchmarking report?

To fill out the portfolio manager benchmarking report, portfolio managers need to provide relevant performance data and other required information, such as the details of investments, holdings, transactions, and the benchmark used for comparison. The report can usually be filled out online or through a designated reporting platform.

What is the purpose of portfolio manager benchmarking report?

The purpose of the portfolio manager benchmarking report is to monitor and assess the investment performance of portfolio managers. It allows regulators and investors to evaluate the performance, risk management, and compliance of portfolio managers against industry benchmarks and standards.

What information must be reported on portfolio manager benchmarking report?

The portfolio manager benchmarking report typically requires reporting of investment performance data, including returns, benchmarks, risk measures, portfolio composition, and transaction details. Other information such as the investment strategies employed, client demographics, and compliance information may also be required.