Yes – until they don’t. What I’m talking about here are the models, processes, frameworks that some investment managers may use when they are allocating across the various asset classes such as stocks, bonds, property, cash, alternatives etc. The usual building blocks of such models may include factors such as valuation, economic growth, interest rates, currencies,Continue reading “Do Investment Models Work?”
Category Archives: Manager Selection
Can Investment Managers Manage?
At times of stress, investment managers’ actions may not be in investors’ best interests. Even before the trade press headlines spoke of record fund outflows and weak financial markets combining to create a winter for the investment management industry, fund managers, both big and small were falling over themselves to cut jobs.They still are. TheContinue reading “Can Investment Managers Manage?”
Investment Funds: What’s Selling and What’s Not
It’s been another fantastic year for asset management. Sales of investment products pushed through new record levels in 2021. But what is selling? Where are investors putting their money? And what is being avoided? Sifting through Morningstar, Citywire, Lipper, Investment Association and others, can provide direction on what’s hot and what’s not in the investment landscapeContinue reading “Investment Funds: What’s Selling and What’s Not”
How are Asset Managers managing?
We see regular coverage of how different industries and sectors are doing during this pandemic economy. It’s obvious, for example, why airlines would be among the hardest hit as flights fall away, or why e-commerce names, such as Amazon, would benefit from the tailwind of changing consumer behaviour.Investment managers in fact seek to profit fromContinue reading “How are Asset Managers managing?”
What’s all this Diversity carry-on…..?
Prove it. That seems to be a mantra among those who struggle a bit with the seismic shift we are seeing today in the role of Environmental Social and Governance factors (ESG) in asset management. For issues such as climate change or global warming which may not be observable, up close and personal, inContinue reading “What’s all this Diversity carry-on…..?”
Is it time to fire your fund manager?
It may be the most important decision faced by all investors be they pension trustees, family offices, multi-managers or individuals – and it’s a lot riskier than you might think. There are a range of scenarios where the trigger will need to be pulled and some are quite straight-forward. Trust: This is a key featureContinue reading “Is it time to fire your fund manager?”
Five Questions NOT to ask a fund manager
Are you personally invested in the fund? This is usually to get some sense of “skin in the game”, but it’s too easy, and really not that important. The fund manager can answer yes; even if it’s just a small part of a company-wide incentive scheme , that invests in the fund, with a 2Continue reading “Five Questions NOT to ask a fund manager”
Tradewinds 