Tag Archives: investment manager

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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Selecting and Firing Investment Managers

After long deliberations between trustees and their investment managers, the choice is finally made to select manager GoodInvest* to manage the fund’s emerging market equities. The investor relations department has its work cut out.

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Top 10 remarks that might come in handy in a board meeting

You’ve just joined the board of your pension fund, and have been entrusted to join the investment committee meeting. On the agenda for the upcoming meeting is a proposal from the asset manager hired to manage the pension fund’s investments. … Continue reading

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