Appleton Greene & Co Mr Turner is an approved Senior Consultant at Appleton Greene and he has experience in finance, management and globalization. He has achieved a Master of Securities Analysis and Portfolio Management, a Master of Business Administration and a Bachelor of Business Administration. He has industry experience within the following sectors: Banking & Financial Services; Consultancy; Automotive; Chemicals and Manufacturing. He has had commercial experience within the following countries: United States of America, or more specifically within the following cities: Boston MA; Chicago IL and Detroit MI. His personal achievements include: multi-billion dollar portfolio administrator; lead portfolio analyst; risk analysis subject matter expert; process standardization subject matter expert and has developed modified analyzed financial models. His service skills incorporate: credit analysis; performance analysis; style analysis; financial analysis and risk compliance. Appleton Greene & Co
To request further information about Mr. Turner through Appleton Greene & Co, please CLICK HERE.
Appleton Greene & Co – Executive summary
Performance Analysis
History has provided many instances where professional money managers with the best intentions either negated to resist external or internal pressures or simply had obtained power and social status that they used to satisfy self-serving interest, the adherence to process and procedures are the tools that can limit such influences. Attribution analysis is critical toward recognition of these unfortunate realities and places the emphasis on performance and identification of the associated risk. Appleton Greene & Co
Performance analysis should be fund sponsor’s critical tool and ultimate objective identifier regarding a fund’s investment policy. Fund manager’s knowledge and skill affect active management decisions that impact fund risk management and alpha. Attribution analysis results highlight investment strengths and weakness that decision maker can utilize to focus attention on risk and performance. The fund manager also benefits since performance evaluation is an objective investigation of the fund management investment process and impact on alpha and finally, performance analysis supplies the evidence to determine whether the investment program is being effectively managed. Appleton Greene & Co
Relationships are critical and fund sponsors rely on these relationships to identify and retain professional money managers that they trust and have the best intentions. It is true that past performance is the best indicator of future performance and past performance is no guarantee of future results good or bad; however, it is not just about performance but the investment process and active management decisions that impacted performance achieved. Simply put attribution analysis is extremely important to understanding risk adjusted performance and answers the question where is the value added. Appleton Greene & Co
Service Methodology
Service methodology is composed of 4 distinctive steps: The first step is pre-consulting to meet with fund sponsors’ key decision makers to learn and understand their current performance measurement process and reporting frequency. The purpose of this initial step is to determine if the fund sponsors current performance measurement process and reporting frequency is applicable and sufficient. Appleton Greene & Co
The second step, if the analytical results of step one identifies areas of concern, is to establish conditions of satisfaction and justify the importance of performance evaluation and the performance evaluation process. Appleton Greene & Co
Because performance evaluation involves measurement and assessment of the outcomes of the investment management decisions and process. The third step is to separate performance evaluation into its distinctive components, performance measurement, i.e. calculate portfolio performance based on investment-related changes in the portfolio’s value over specified time periods, performance attribution, i.e. analyze the sources of performance (“returns”) relative to a designated benchmark and their impact on performance and performance appraisal, i.e. critiquing whether returns were achieved due to skill of the investment manager or random chance and assessing magnitude and stability of funds relative performance. Appleton Greene & Co
Attribution analysis is a repetitive process and as a management control tool it is important that it does not become normalized and dismissed. In the fourth step, assessment of macro attribution performance is conducted to determine if quality control processes and procedures regarding asset allocation decisions are appropriate, evaluate the information utilized to make asset allocation decisions at the fund sponsor level and assess the current knowledge, understanding, and analytical skills of the asset allocation decision maker or team to determine areas of reinforcement. Appleton Greene & Co
Service Options
Companies can elect whether they just require Appleton Greene for advice and support with the Bronze Client Service, for research and performance analysis with the Silver Client Service, for facilitating departmental workshops with the Gold Client Service, or for complete process planning, development, implementation, management and review, with the Platinum Client Service. Ultimately, there is a service to suit every situation and every budget and clients can elect to either upgrade or downgrade from one service to another as and when required, providing complete flexibility in order to ensure that the right level of support is available over a sustainable period of time, enabling the organization to compensate for any prescriptive or emergent changes relating to: Customer Service; E-business; Finance; Globalization; Human Resources; Information Technology; Legal; Management; Marketing; or Production.Appleton Greene & Co
Service Mission
Service Mission Statement: To provide fund sponsors attribution performance analysis process improvement and or implementation tools that will permit fund sponsors to better measure and understand returns produced relative to appropriate benchmarks in an effort to identify true performance in risk adjusted terms. Appleton Greene & Co
Mr. Turner is an experienced multi-billion-dollar portfolio administrator. Having obtained the level of lead trust and funds services analyst at one of the nation’s largest financial institutions where he trained many analyst and was recognized as a risk analysis and process standardization subject matter expert. Mr. Turner is a continuous learner having received his undergraduate BBA degree in economics and finance, from Eastern Michigan University, he has earned multiple master degrees, recently a Master of Security Analysis and Portfolio Management degree from Heider Business School at Creighton University and an MBA at Hult International Business School in Cambridge, MA where he worked as a management consultant on an action project for a fortune 250 company. Appleton Greene & Co
Mr. Turner has significant experience in building and modifying financial models to accurately reflect portfolio performance and understands that performance must be measured against risks assumed and to thoroughly understand how to maximize risk adjusted returns, allocate capital to investment management firms and various professional money managers fund sponsors should rely on attribution analysis as a management control system. Mr. Turner utilizes multiple approaches to delivering the subject matter; however, understanding and listening are the core of his methodology as he attempts to build on current systems through process improvement or implement attribution analysis tools and techniques that will permit fund sponsor to better align their strategic objectives and monitor risk adjusted performance. Mr. Turner has experience in the automotive, banking, chemical and financial services industries. Appleton Greene & Co
For More Information
If you would like to find out more about Appleton Greene’s Performance Analysis service, please CLICK HERE.
Client Telephone Conference (CTC)
If you have any questions or if you would like to arrange a Client Telephone Conference (CTC) to discuss this particular Unique Consulting Service Proposition (UCSP) in more detail, please CLICK HERE.
Performance Analysis CLICK HERE.