Conducting an Effective Post-Mortem Exercise for Better Investment Results: Lessons from TDAM
Karen Ko, MBA, CFA, Vice President and Director, Client Portfolio Manager, TDAM
A Post-mortem exercise could improve the investment process, potentially bringing stronger and more consistent investment returns. Several factors are needed for a successful post-mortem exercise, including strong organizational culture and emphasis on record keeping and data. The Active Fundamental Core Growth Equity Investments Team at TD Asset Management Inc. has a robust post-mortem process, an inside look at which is provided in this paper.