Investment Team Dynamics
The decision-making process around manager selection involves both research and investment teams, allowing for tailored approaches based on client needs. As the Ocio industry evolves, consolidation is expected, driven by clients' increasing recognition of the complexities involved in outsourcing investment offices. The emphasis is on a comprehensive service model that goes beyond just the investment team, highlighting the intricate infrastructure and resources required for effective management.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
REPLAY - Margaret Chen – Leadership and Outsourcing the Investment Office (Capital Allocators, EP.35)
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