Can you explain why you have a shot at outperforming passive options?

If you are an active investment manager, you ought to be able to explain why you think you have a shot at outperforming passive options. But we know it’s not easy to come up with a credible answer.

Managers who believe they are able to outperform the markets over time can’t just rely on their past performance record to make their case. You have to show how you combine information with experience, insight and intuition to make investment decisions that will add value in the future.

In other words, what you need is a sound argument— one that will convince asset owners and consultants that your approach is based on core beliefs about the markets and that your investment team has the skill to translate those beliefs into decisions that help you outperform over time.

We believe your investment philosophy should be the basis of such an argument.

We invite you to read the executive summary of our recent paper, “Rethinking Investment Philosophy,” by John Minahan and Thusith Mahanama. Just click on the link below to learn more.

READ EXECUTIVE SUMMARY


We’d also like to hear your thoughts! How important is an investment philosophy to you and your firm? Please get the conversation going by responding to the secure survey, below.

Take the Quick Poll: How important is investment philosophy?

Thanks for participating and stay tuned!

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