By Frank J. Travers
ISBN-10: 0471478865
ISBN-13: 9780471478867
ISBN-10: 0471684538
ISBN-13: 9780471684534
Praise for Investment supervisor Analysis
"This is a ebook that are meant to were written years in the past. It presents a pragmatic, thorough, and entirely aim approach to research and choose an funding supervisor. It takes the secret (and the experts) out of the equation. with no query, this ebook belongs on each Plan Sponsor's desk."
—Dave Davenport, Assistant Treasurer, Lord company, writer of The fairness supervisor Search
"An insightful compendium of the problems that problem these liable for hiring and firing funding managers. Frank Travers does an excellent task of taking complex analytical instruments and methodologies and explaining them in an easy, but sensible demeanour. someone accountable for accomplishing funding supervisor due diligence must have a duplicate on their bookshelf."
—Leon G. Cooperman, Chairman and CEO, Omega Advisors, Inc.
"Investment supervisor Analysis offers a very good evaluate of the $64000 parts that buyers of institutional funding administration companies have to give some thought to. it's a stable tutorial advisor, from which seek regulations and strategies will be built, in addition to a convenient reference guide."
—David Spaulding, President, The Spaulding team, Inc.
"This publication is the definitive paintings at the funding supervisor choice procedure. it's complete in scope and good geared up for either the layman and the pro. it may be required analyzing for any association or person looking expertise to regulate their assets."
—Scott Johnston, Chairman and leader funding Officer, Sterling Johnston Capital administration, LP
"Investment supervisor Analysis is a much-needed, accomplished assessment of the executive choice procedure. whereas the is riddled with information regarding deciding upon person shares, relatively little has been written at the very important topic of supervisor choice for fund sponsors. this can be a relatively helpful consultant for the fewer skilled practitioner and provides huge price to the veteran decisionmaker as well."
—Dennis J. Trittin, CFA, Portfolio supervisor, Russell funding Group
Read or Download Investment Manager Analysis: A Comprehensive Guide to Portfolio Selection, Monitoring and Optimization (Wiley Finance) PDF
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Additional resources for Investment Manager Analysis: A Comprehensive Guide to Portfolio Selection, Monitoring and Optimization (Wiley Finance)
Example text
Form ADV. Investment management firms are required to file this form with the Securities and Exchange Commission (SEC) if they manage more than $25 million of client assets. The form provides a wealth of firm and investment professional information. The form is also available via the SEC’s web site. See Chapter 7 for more detail on the ADV. SAMPLE REQUEST FOR INFORMATION Using the information from the sample small-cap value manager search from Chapter 2, I have created a generic RFI that can be used in letter for- Request for Information 33 mat for direct mailing/fax or for e-mail format (which I generally prefer).
Manager/provider transitions 8. Plan terminations/mergers 9. Other 2003 2002 62% 55% 50% 47% 40% 29% 22% 18% 15% 69% 65% 66% — 69% 29% 32% 26% 19% *RFP = request for proposal. 7 Pension Consultant List—Plan Sponsor Survey Investment Consultants in Plan Sponsor Survey A. G. Edwards Aon Consulting Arnerich Massena Buck Consultants Callan Associates Cambridge Associates Clark Consulting CRA RogersCasey C. W. Cammack Defined Contribution Advisors Deloitte Consulting DeMarche Dimeo Schneider Edward Jones Ennis Knupp & Associates Evaluation Associates Frank Russell Hewitt Investment Group KPMG Legg Mason Marco Consulting Group Marsh McDonald Investments Mercer Investment Consulting Merrill Lynch Milliman USA Morgan Stanley New England Pension Consultants Raymond James RBC Dain Hauscher Resources for Retirement Rocaton Investment Advisors R.
SAMPLE SCREENING CRITERIA AND TECHNIQUES This section highlights an actual example of the screening phase of an investment manager search. The results from this search will provide a starting point for the examples used to illustrate the formulas and concepts discussed throughout the book. When the screen is completed, we will select one of the products and use it to illustrate each and every formula, analytical technique, and methodology in this book. S. Equity Market Leaders Fund (“the Fund”) recently discovered that Deep Value Advisors (DVA), one of two small-cap value managers currently managing assets for the Fund, lost sev- Investment Manager Sourcing 19 eral of their investment professionals in the past week (they left to start up their own hedge fund).
Investment Manager Analysis: A Comprehensive Guide to Portfolio Selection, Monitoring and Optimization (Wiley Finance) by Frank J. Travers
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