How deep is the diligence process in ETF/Mutual Fund Investing?

Prospect here asking how time is spent in AM (Mutual Funds / ETFs) rebalancing / monitoring positions as opposed to doing investment diligence / new opportunity analyzation?

I'm Currently on the sell side and want to break into the AM space but I want to understand the investment process much better and what goes on behind the scenes.

I'm hoping it's as diligent and well thought out as Private Equity investing is but would like some color from people in the industry around the investment thesis / diligence portion and truly how deep Mutual Fund / ETF Managers go.

Would you say that the mega AMs like Blackrock, Fidelity, T Rowe Proce don't do as much diligence as smaller ETFs managers do like Ark / O'Shares others.. thanks in advance!

Comments (1)

Start Discussion

Total Avg Compensation

January 2021 Investment Banking

  • Director/MD (9) $911
  • Vice President (31) $349
  • Associates (141) $232
  • 2nd Year Analyst (88) $152
  • 3rd+ Year Analyst (19) $150
  • Intern/Summer Associate (90) $144
  • 1st Year Analyst (349) $132
  • Intern/Summer Analyst (299) $82

Leaderboard See all

1
LonLonMilk's picture
LonLonMilk
98.5
2
Jamoldo's picture
Jamoldo
98.4
3
Secyh62's picture
Secyh62
98.3
4
CompBanker's picture
CompBanker
97.9
5
redever's picture
redever
97.7
6
frgna's picture
frgna
97.6
7
bolo up's picture
bolo up
97.5
8
NuckFuts's picture
NuckFuts
97.5
9
Edifice's picture
Edifice
97.5
10
Addinator's picture
Addinator
97.5