Winning streaks are impressive, but clients tend to discount them. Are they reliable indicators of skill or just lucky accidents? And, perhaps more important, can they offer insight into your future performance prospects?
Does your asset management firm suffer from we-we-itis? It’s a dangerous condition that’s epidemic in the institutional management industry. Left untreated, it can sabotage new business efforts, cause lackluster client engagement and, in extreme cases, send their assets fleeing to passive funds. Here are the common symptoms and a proven diagnostic tool to help rid your firm of infected material and prevent recurrence.