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My portfolio manager is leaving! What should I do?


SKU: PFPso143. Category: .


Abstract: A quality portfolio manager (PM) can be influential in the overall success of an investment plan, so it can be disconcerting when one leaves. But that doesn’t necessarily mean that an investor should jump ship. This article discusses some of the considerations involved in evaluating both the old and new PM, in light of the type of fund involved, management style and past performance. Sometimes, it’s best to give a new PM a fair shot before selling off the fund. This will not only allow him or her time to get acclimated, but also can help avoid the tax liability and applicable withdrawal charges of a fund sale.

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