How Often Do Fund Managers Check Performance?

Even some professional portfolio managers admit that it is hard not to monitor the performance of their holdings at times

Dave Meats, CFA 20 July, 2021 | 12:17PM
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Active equity managers are under more pressure than ever to outperform their passive counterparts and must stay on top of current market trends. This prompted Morningstar Manager Research analysts to ask how often portfolio managers check the performance of stocks they hold.

The short-term ups and downs of the stock market can seem like a casino. Prices updating every second, flashing green and red lights, and constant news updates can lure investors into checking their portfolios constantly. Even some professional portfolio managers admit it’s hard to step away at times.

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About Author

Dave Meats, CFA  David Meats, CFA, is a senior equity analyst for Morningstar.