7 February 2011

Are you watching your 'executions'?

No, we are not talking about people being shot, but in this context one could say that investors might get executed, not literally of course, but in the sense that the size of their portfolios gets 'executed'. A lawsuit filed against a prominent investment management firm in the United States illustrates that investors have to be on their guard and carefully monitor not only the investment allocations made by their advisers but also the way that the investments are implemented. The expenses connected with 'executing' investments can be a serious drag on investment performance - even if all deals are above board.