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Feb 2025

How to answer this Analytical/Technical interview question about Portfolio Performance for Mid-Level Asset Manager?

How do you evaluate the performance of an investment portfolio?

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Asset Manager

Analytical/Technical

Asked at

Vanguard

Difficulty :

Medium

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Explanation

This question assesses your ability to measure success and make data-driven decisions to optimize investment portfolios. Recruiters want to see your understanding of performance metrics like IRR, Sharpe Ratio, and benchmarking against indices. A strong answer includes specific metrics you use, tools, and how you act on the results. Avoid vague or overly simplistic approaches.

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Answer Example

I evaluate performance by comparing portfolio returns against benchmarks such as the S&P 500 or MSCI World Index. I also analyze metrics like Sharpe Ratio to assess risk-adjusted returns and use portfolio analysis tools like Morningstar Direct. For example, I identified underperforming assets in a portfolio and reallocated funds, improving the Sharpe Ratio by 0.3 and increasing overall returns by 8% within a year.

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