Mon, Jul 6, 2020
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
New Managers October 2019

MARKETING CHALLENGE: We Versus Me: Identifying An Investment Mindset

 

When deciding where to put money, investors have many choices and multiple goals they are trying to achieve. Commonly, one seeks to partner with outside managers to enhance or increase the chances of meeting investment goals beyond what passive investing can deliver. Aside from the somewhat obvious objectives of asset allocation diversity and overall portfolio risk reduction are a myriad of other investment concerns that investors might have: time horizons, legacy planning, liquidity, and the like. Money managers can bring a higher level of skill, wider industry exposures, and sophisticated strategies that can assist in meeting some of these goals. But beside all the positive qualities embodied in investing with professional money managers is a caution to investors about the primary driver of investment decision-making: identifying whether or not the manager is a strong fiduciary. Does the manager have a singular or collective investment mindset, the ‘We' versus ‘Me' mentality, and how does that impact the management of other people's money? ‘AN INVESTMENT IN KNOWLEDGE PAYS THE BEST INTEREST.' - Benjamin Franklin Franklin's advice is as wise today as it was in his time. Every investor has a first obligation to learn what they can about who they partner with in any investment sense. Managers who solicit 'OPM,' or other people's money, as a business activity will ideally have a 'We' mindset, one in which the manager equally weights investment action on behalf of personal and outside patners. What are some of the qualities that the 'We' mindset manager possesses? Here are five attributes that investors might look for when researching potential money management partners. 1. Someone who can make wise short- and longterm decisions. Managers need to be able to assess

their investment decisions on both time horizons, and balance both kinds for the sake of the right direction long-term. Sometimes this means making an i......................

To view our full article please login

This article was published in Opalesque's New Managers a top-down monthly analysis, news and research publication on the global emerging manager space.
New Managers
New Managers
New Managers

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. New Launches: GP Bullhound raises $141m for its fifth tech fund, LBC Credit Partners V aims to raise $1bn, B Capital shores up $820m in second fund, BayernKapital closes second Bavarian Growth Fund, PGIM Investments launches global corporate ESG bond fund, MSIM launches Paris Agreement-aligned global balanced sustainable fund, Unigestion announces closes for Secondary V and Direct II, Waterton plans $1.25bn fundraise for latest US apartment fund[more]

    GP Bullhound raises $141m for its fifth tech fund From PE News: Technology-focused investment firm GP Bullhound has held the first close of its latest fund with €125m ($141m) of capital commitments. GP Bullhound Fund V is a pan-European venture capital fund targeting primarily l

  2. SWF: UK's Future Fund expansion 'fails to hit the mark', claim business leaders[more]

    From Telegraph: Britain's start-up rescue fund, which has been extended to include UK startups that have moved the headquarters overseas, still "fails to hit the mark" for many early-stage companies, business leaders have warned. The Future Fund, launched in May, provides Government funding of

  3. PE/VC: Disruption from COVID-19 hits ASEAN private equity hard, VCs see much to like in Democrats' $1.5tn Moving Forward Act, US PE firms play the long game as deal-making comes back into focus[more]

    Disruption from COVID-19 hits ASEAN private equity hard Opalesque Industry Update - After a strong 2019, the ASEAN private equity industry has been shaken by the outbreak of the COVID-19 pandemic, reports Preqin. As of September 2019, ASEAN-focused private equity and venture capital asset

  4. Coronavirus crisis: PE industry mulls more realism and longer holding periods[more]

    Laxman Pai, Opalesque Asia: More realism, longer holding periods and an advantage for investors with a long-term focus - these are the main changes that investment managers in the German private equity market expect as a result of the coronavirus crisis. The PE transaction activity is not exp

  5. Multi-strategy hedge funds post double-digit gains, Tiger Global, Coatue score double-digit fund gains in 2020, Lone Pine soars after losses earlier this year, Can Pershing Square's standout year continue?[more]

    Multi-strategy hedge funds post double-digit gains From FT: Large multi-strategy hedge funds have posted double-digit gains for the first half of the year, reversing losses from March, as markets defied the economic downturn brought on by the coronavirus pandemic. Citadel Advisors