Scott Thoma
Director of Investment Advice
EDWARD JONES
St. Louis, Missouri
Along with asset allocation, there is no bigger determinant of
investment success than the strength of the money managers that
comprise this allocation. But the process of selecting these managers
can be quite complicated. In this session, we will discuss the
important considerations of performing due diligence on third party
money managers, including the initial selection process, ongoing due
diligence and performance reviews, as well as the analysis of how
managers can work together to build better investment portfolios.
