ARTICLE: AsianInvestor – Leveraging technology to power alternatives manager research
Our recent article in AsianInvestor, Leveraging Technology to Power Alternatives Manager Research, discusses the importance of manager due diligence when…
Back to School Blog Edition: The Common App – For Funds!
If you are a young professional or the parent of college or college-bound students, you probably know what the Common App is. If you are somewhere outside those cohorts, you may not know, because you are only familiar with your experience with college applications, involving the redundancy of typing out multiple applications with a lot […]
What Is Your Investment Engagement ROI?
Differentiation has become the touchstone of the future, and those funds that strategically embrace change in a way that responds to investor demands will be the ones that prosper going forward. – Paraphrasing E&Y (Global Hedge Fund & Investor Survey) Creating differentiation in an increasingly competitive landscape not only requires innovation in investment product/strategy and […]
Who Defines The Future of InvestTech?
Invest.tech /in’vest,tek/ noun data and technologies that support the processes of the world’s institutional investors: the pensions, endowments and foundations, family offices & trusts, fund of funds, insurance companies, wealth management platforms, and sovereign wealth funds. not to be confused with a recent acquisition by Accenture There has been limited investment and adoption in InvestTech […]
Fruitful Active Investing
A summertime reflection on active and hedge fund investing, especially on the back of recent headlines covering large institutional investors exiting the hedge fund space, in addition to the investor narrative regarding fees and performance. While I have often made the case for passive investing, so I can understand the exit announcements, but have also […]
Retail or Institutional, Fund Research is Hard Work
This post extends Hansi Mehrotra’s original post in CFA Enterprising Investor Blog focused on Mutual Fund Research The time taken by institutional investors to research an investment manager may very well exceed the actual investment period. As a result, while some investment managers may blame investors and intermediaries for their short-term mentality, the more thoughtful […]