Do asset owners really know what they own?

Asset owners need to learn how to take ownership of their assets, by monitoring and in certain cases neutralising some of the bets of their managers to take a total aggregate portfolio view. Trevor Persaud, managing director for Asean and Taiwan at Russell Investments, said it was key for institutional investors to identify when factors might be able to determine luck versus skill in active managers, and take broader portfolio decisions from there. “You should know what you own,…