Investment insights
April 28 2023

Conducting an Effective Post-Mortem Exercise for Better Investment Results: Lessons from TDAM

20 min read

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.

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