A track record is never read in isolation: it must be weighed against the market context that produced it.
Recruiting a portfolio manager requires a fine analysis of their performance — not just the return figure, but its consistency, its risk ratio and its coherence with the stated management style. Turgot Executive Search mobilises consultants able to conduct this technical analysis, while assessing the candidate's fit with the hiring firm's investment philosophy.
We analyse the track record adjusted for risk and market context, not just the headline return.
We verify the consistency between the candidate's stated approach and their actual management behaviour over time.
Equities, fixed income, multi-asset: our augmented sourcing covers the full range of management specialisations.
Assessing a portfolio manager starts with a quantitative analysis of their performance history, complemented by qualitative referencing with peers and former managers. Augmented sourcing widens the search to high-performing but less visible managers, particularly those running less publicised institutional mandates.
By cross-referencing data declared by the candidate with third-party sources — fund reporting, specialised databases — complemented by referencing with peers.
Yes, our mandates cover third-party institutional management as well as private and wealth management.
Ideally a full market cycle, but we can also assess more junior, high-potential profiles with shorter histories.
Evaluating a portfolio manager is not simply analysing a track record. It requires understanding the market context in which performance was generated, identifying the genuine investment style (value, growth, momentum, quality), and assessing the reproducibility of alpha within a new organisational framework. Turgot Executive Search conducts this evaluation with consultants who have deep knowledge of active management.
We recruit portfolio managers across all asset classes: French, European and global equities (large caps, small & mid caps), fixed income (sovereign, investment grade, high yield, convertibles), diversified and multi-asset, absolute return strategies and liquid alternatives. Every mandate begins with a rigorous target profile definition alongside the investment team and board.
A consultant will personally respond within 24 business hours, to understand your needs and introduce you to the specialist best suited to your sector.
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