I
Investment Portfolio Evaluation: What it actually means?
Investment portfolio evaluation assesses how a set of investments — listed, private, real estate, alternatives — is performing against its objectives for return, risk, liquidity and time horizon. Consultants will analyse asset allocation, diversification, fees, benchmarks and individual asset performance, and test scenarios such as rate rises or market shocks. They may recommend rebalancing, trimming under-performers or adding new asset classes. For family offices, corporates and funds, this brings discipline and a clearer link between strategy and holdings. It also improves reporting to principals and boards.
