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B Education $|$ Bloomberg Pr

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folio Manager

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Investment consultants check that the portfolio manager's performance was based on luck investing in the agreed$-$upon stocks or sectors$.$

Investment consultants ensure that the portfolio manager widened the scope of sectors or stocks invested in if the portfolio began losing money.

Investment consultants check that the portfolio manager's performance was based on skill investing in the agreed$-$upon stocks or sectors$.$

Investment consultants ensure that the portfolio manager altered the agreed$-$upon investment strategy in order to keep making the client money.