Category Archives: Management

10 Tips for Crisis Management

Pension funds experienced an uncomfortable déjà-vu when financial markets appeared to be heading towards a new abyss last week. Somehow, markets rebounded but experts fear that there might be worse to come. Business leaders and investors increasingly voice their concerns … Continue reading

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Best Practice Termination of Investment Mandates

Whenever Charles Ellis writes, I take notice. His classic book “Investment Policy: How to Win the Loser’s Game“ was for me the definitive eye opener. Starting out in the investment industry, managing mandates while working through several investment courses, the … Continue reading

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Judging the manager’s investment process

Uncovering your own investment beliefs is a challenge on its own. Uncovering other funds’ or managers’ investment beliefs is an entirely different challenge. John Minahan’s 2008 paper discusses how to uncover an active manager’s belief system for two reasons:  “First, … Continue reading

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