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Learn essential concepts of investment manager selection through a comprehensive 56-minute video lecture covering key components of the 2025 CFA® Program Level III curriculum. Master the manager selection process, including due diligence procedures, differentiation between Type I and Type II errors in hiring decisions, and application of returns-based and holdings-based style analysis. Explore critical performance metrics like upside/downside capture ratios, maximum drawdown analysis, and evaluation techniques for investment philosophies and decision-making processes. Gain practical knowledge about pooled investment vehicles, separate accounts, various types of investment manager contracts, and performance-based fee structures. Develop skills to analyze and interpret fee schedules while understanding the advantages and disadvantages of different contractual arrangements in investment management.
