To analyze the factors that contribute to the performance of the portfolio manager has always been a challenging task. Traditionally, the background of the manager, statistical data associated with the manager, and many tangible and intangible considerations play a role in the evaluation of the manager. A portfolio manager can not operate without the supporting teams; the manager is also influenced by the operational environment and a changing market structure. For this invention, the conflict of interest method is utilized to characterize the operational environment and the market structure that have been missing from traditional evaluation method of the manager. The objective of this invention is to introduce a balanced method for evaluating the portfolio manager by analyzing the investment process and its components that the manager has to work with it. By building the COIS into regression analysis, the contributing factors of performance are extended from factors associate with the manager to include factors related to the market participants, investment process, business practice, operational environment and market structure. The COI Method opens new paths to perform analysis and decision making in many fields of investment.
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