Choosing the right asset or region is clearly a significant part of any investment decision. But selecting the right manager to make all these decisions is arguably equally, if not more, important. This applies predominantly to the active space but there can also be nuances in indexed investment solutions. I looked at some MoneyMate statisticsContinue reading “Selecting a Fund Manager: Getting it right matters….not getting it wrong matters even more!”
Tag Archives: Fund performance
What do Fund Investors really want?
Those well known investment experts, Simon and Garfunkel, way back in 1970 stressed the importance of keeping the customer satisfied. It’s a point that shouldn’t be lost on investment managers. I imagine most managers think they have a clear sense of what their customers want from them. Fact-finds, for example, may give them a good senseContinue reading “What do Fund Investors really want?”
Irish Fund Managers 2022 – What Worked; What Didn’t
It was a shocker! Red numbers across all significant stock markets, global bonds and most investment styles, made for very negative outcomes for most Irish investment funds in 2022.Fear of inflation followed by fear of recession, coinciding with huge geo-political risk (Russia/China) and Central Bank catch-up, made it a year of living dangerously for manyContinue reading “Irish Fund Managers 2022 – What Worked; What Didn’t”
Tradewinds 