Investment Manager Assessment
A structured framework is essential for assessing investment managers, emphasizing the importance of firm culture, ownership, and business strategy over past performance. While performance metrics are commonly relied upon, they often mislead due to behavioral biases. Sophisticated investors are encouraged to leverage their intuition alongside quantitative tools, ultimately seeking to understand the unique and sustainable investment edge that managers can articulate.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Sarah Samuels – Framework and Rigor at NEPC (Capital Allocators, EP.264)
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