Investment Management Roundup – Week Ending 5.15.15

Share on FacebookShare on LinkedInShare on TwitterShare on Google+Share on Email


“Risk management is biggest concern for institutional investors—survey”
Sophie Baker | Pensions&Investments | | 5.6.15

Biggest concern for institutional investors“Increased complexity in risk management is the biggest concern for institutional investors across the globe, a new survey shows. Commissioned by BNP Paribas Securities Services and conducted by polling firm YouGov, the survey found the idea that risk management will become more complex is the biggest concern for 23% of respondents.”

“A Dozen Things I’ve learned from Julian Robertson about Investing”
Tren Griffin | 25iq Blog |

Things I’ve learned from Julian Robertson“… A colleague of Robertson once said: ‘When he is convinced that he is right, Julian bets the farm.’ George Soros and Stanley Druckenmiller are similar. Big mispriced bets don’t appear very often and when they do people like Julian Robertson bet big. This is not what he has called a “gun slinging” approach, but rather a patient approach which seeks bets with odds that are substantially in his favor. Research and critical analysis are critical for Julian Robertson. Being patient, disciplined and yet aggressive is a rare combination and Robertson has proven he has each of these qualities. ”

“Fund Managers Really Can Pick Stocks”
In the aggregate, that is. New research shows that ‘high-active’ stocks outperform the funds that own them. More new research demonstrates why.
Beverly Goodman | Barron’s | | 5.8.15

‘High-active’ stocks outperform the   funds that own them“… Joseph Mezrich, head of equities quantitative strategies for Nomura Securities, last week released a report entitled ‘Your Fund Managers Really Can Pick Stocks.’ Actively managed funds have taken a beating over the past several years, and 2014 was the worst yet. Less than 20% of active managers beat their benchmarks last year, and 2014 became the ninth straight year investors pulled money out of active funds and put it into index and exchange-traded funds. ‘The whole active/passive debate is really quite profound,’ Mezrich says. ‘It was interesting to see if managers are better than they’re given credit for.’”


“A Primer On GIPS Compliance And Verification For Financial Advisors”
Amy Jones, CIPM, Guardian Performance Solutions; Thusith Mahanama, CEO, Assette | Nerd’s Eye View | | 5.12.15

GIPS Compliance And Verification“… In this guest post, GIPS compliance consultant Amy Jones and marketing expert Thusith Mahanama share some of the details that advisors should be aware of in considering whether to pursue the path of GIPS-compliant performance reporting for their own advisory firm. And notably – as the authors point out – the decision about whether to pursue GIPS-compliant reporting is a firm-wide decision, as one of the first key requirements of GIPS reporting is that it must be done on a firm-wide basis, to eliminate the potential that advisors try to cherry-pick the best performing accounts to include in their composite results.”


“Index based on social media sentiment gives new weight to tweets”
Jeff Benjamin | | InvestmentNews | 5.12.15

Index based on social media sentiment“Investing based on the sentiment gleaned from 500 million daily tweets on Twitter Inc. might sound crazy, but the numbers appear to add up. Market Prophit, a market-sentiment research firm, has launched an index constructed and managed based on daily analysis of what people are saying about various stocks on Twitter. The Market Prophit Social Media Sentiment Index went live Monday, and the ultimate goal is to license it to an ETF provider, according to company founder and chief executive Igor Gonta.”
Read the full article at

Note: Full access to some of the articles above may require subscription.

Like what you read? Know a colleague who’d like it, too? Share the news via the social icons at the top of this post.

Want to learn about how to automatically create sales pitch books, client reports and provide online access to clients and consultants? Visit

Add a comment

Your email address will not be published. Required fields are marked *