What Does a 'Whole of Market' inv...
What Does a 'Whole of Market' investment approach really mean?

Inside the Markets from Progeny Asset Management by Progeny Asset Management

Episode notes

In this episode of Inside the Markets, Katie Sykes, Investment Marketing Specialist, and Rob Harrison, Head of Systematic, unpack the differences between whole of market, restricted and single-provider investment approaches.

They explore why some firms favour a smaller group of investment providers, how investment teams identify and select funds, and whether access to a broader range of investment opportunities automatically results in a better portfolio.

Along the way, they discuss diversification, governance, manager research and portfolio construction, before sharing practical questions investors can ask to better understand how their portfolios are being managed and whether the approach is right for them.

Keywords
investment managementportfolio constructiondiversificationportfolio managementinvestor takeawayswhole of marketfund selectionrisk managementinvestment returns