Investment

Race and Inclusion Now: Action Points for Investment Management

November 23, 2023

Have you ever dreamed of becoming a professional athlete? Perhaps you fantasized about playing in the National Basketball Association (NBA) alongside legends like Michael Jordan? Chances are, if you have,…

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Book Review: Achieving Investment Excellence

Achieving Investment Excellence: A Practical Guide for Trustees of Pension Funds, Endowments and Foundations. 2019. Kees Koedijk, Alfred Slager, and Jaap van Dam. John Wiley & Sons. Most investment books…

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Investment Firm Culture Change: Five Keys to Success

Culture provides a competitive advantage. That’s the judgment of 97% of investment professionals, according to FCG data. β€œOur firm should allocate time and resources to improving our culture.” More than…

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How Good Is Your Investment Sales Team?

We recently described how some asset managers are transforming their product distribution with artificial intelligence (AI). We call this distribution analytics. The transformation requires overcoming three key challenges: inefficient prospect…

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Private Equity vs. Venture Capital: Opposite Investment Mindsets

Managers of private equity (PE) and venture capital (VC) firms have the same goal in mind: maximizing returns. Yet PE buyout and VC early-stage funds go about it in very…

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Six Reasons to Start Your Own Investment Management Firm and Six Factors to Consider before You Do

The decision to embark on an entrepreneurial journey, especially in the hyper-competitive investment management industry, can be an overwhelming one. It is almost impossible to make all the right choices…

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Book Review: Corporate Governance and Responsible Investment in Private Equity

Corporate Governance and Responsible Investment in Private Equity. 2021. Simon Witney. Cambridge University Press (International Corporate Law and Financial Market Regulation Series). Private equity as an investment class is older…

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Four Considerations for Strong Investment Policy Statements

An investment policy statement (IPS) can be one of the most important documents for individual and institutional investors alike. Yet not all IPSs are of the same quality. Which of…

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The Future of Work for a Post-COVID Investment Industry

Across all economic sectors, disruptions resulting from the global pandemic have forced businesses around the world to adapt and create new models of work. Although some industries may eventually return…

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4Γ—4 Asset Allocation: Four Goals over an Investment Horizon

Risk and reward in investing are often defined in terms of the nominal dollar value of the portfolio: dollar gains, dollar losses, dollar volatility, dollar value at risk, etc. But…

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