Track record checklist

The Investment Manager/Firm Track Record and Reputation Checklist is a comprehensive tool designed to assess and evaluate the past performance and reputation of an investment manager or firm. This checklist enables investors and stakeholders to make informed decisions by considering the track record, credibility, and trustworthiness of the individuals or entities responsible for managing their investment portfolios.

• (1) The investment manager or firm's investment performance record in terms of risk-adjusted returns.

• (2) The investment manager or firm's investment performance record in terms of absolute returns.

• (3) The investment manager or firm's track record in terms of performance.

• (4) The investment manager or firm's reputation in the industry.