Basis Points

Are you swimming with sharks? What advisers get wrong about private markets

33:40

The same portfolio mistakes keep showing up across adviser practices, and Jacqueline Fernley, Founder and OCIO of Arcpoint, has seen them all.

When it comes to public markets, the mistakes look different but are just as costly. In this episode, we explore how you can avoid them.

Plus how can advisers locate long term out-performers amongst the huge dispersion of performance in the asset…