Investment management is a rare business. No other practitioners have there are decisions tested every day; in fact, every moment. As individuals and investment teams, no matter how diligently one prepares, no matter how well organised your investment team, markets are bound to challenge the veracity of investment ideas and processes every day.
The ability to withstand the market’s propensity to diverge from fundamentals makes running successful investment businesses the most challenging of all professional activities. Managing client monies, meeting their expectations and dealing with success and failure are the benchmarks for successful investment firms.
We have spent over 25 years evaluating and advising on how investment teams organise and develop their investment processes and remain true in the face of this uncertainty. Whether you are an asset owner or an asset manager acting as an agent for clients or an individual investor managing your own money the challenge is the same.