Advanced
A due diligence interview with a fund manager
A manager interview should test a repeatable investment process. Specific examples of decisions, mistakes and constraints are more informative than a polished performance story.
Read articleFOLITIC / Collective Funds
Collective Funds Investment Guide
Understand collective investment funds and retirement trusts, compare costs and portfolio risks, and build a practical selection and monitoring process. Follow eight stages from pooled ownership to informed fund research.
Start with What collective funds are and how pooling works, then follow the next lesson links. Explore 32 lessons with worked examples, exercises and further reading. The guide focuses on U.S. collective funds and retirement CITs, with clear notes where account and jurisdiction rules differ.
Explore the learning path
Browse by topic
Manager diligence · All lessons
Governance and Due Diligence
Investigate fiduciary responsibilities, conflicts, operations and manager evidence.