420: What separates a good managed portfolio service from a great one?
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420: What separates a good managed portfolio service from a great one?
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Narrated by:
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By:
L&G’s James Giblin, Fund Manager, and Dorian Squires, Investment Director at Apollo Investment Management, go beyond performance numbers to explore the people, processes and partnerships that sit behind a managed portfolio service.
Drawing on their own experiences, they share real-world examples of how investment decisions are made, how funds are selected and monitored, and how advisers and fund managers work together through changing market conditions.
The discussion includes lessons from periods of market volatility, insights into the due diligence and governance that underpin portfolio construction, and real-world examples of how investment teams respond when markets come under pressure.
This podcast is hosted by Sarka Halas, Content Manager, and was recorded on 2 September 2026.
For professional investors only. Capital at risk. Risk management cannot fully eliminate the risk of investment loss. It should be noted that diversification is no guarantee against a loss in a declining market.
For illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an L&G portfolio. The above information does not constitute a recommendation to buy or sell any security.