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The client
Risk Tolerance/Aversion
Investment Horizon
Tax Status
Valuation based on-
-Cashflows
-Comparables
-Charts & Indicators
Asset Allocator
Asset class
Stocks
Bonds
Real assets
Country
Domestic
Non-Domestic
Which Stocks
Which bonds?
Which real assets?
Security Selector
Trading cost-
-Commissions
-Bid ask spread
-Price impact
Executor
How large are your trades?
How often do you trade?
Do you use derivatives to manage or enhance risk?
Performance Evaluator
How much risk does the portfolio manager takes?
What return does the portfolio manager make?
Did the portfolio manager underperform or overperform?
Market timing
Views on inflation
-Inflation
-Rates
-Growth
Trading speed
Stock selection
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