Practical analysis for investment professionals

Manager Selection


Manager Selection: The Power of Payoff

The most important portfolio manager skill metric is often overlooked.

Outperformance Ain’t Alpha

Outperformance and alpha are not exactly the same thing. So, how do we explain the difference?

Manager Selection and Due Diligence in Autonomous Learning Investment Strategies (ALIS)

How are artificial intelligence, machine learning, blockchain, and big data transforming manager selection and due diligence processes? Michael Oliver Weinberg, CFA, shares his take in an interview with Antonella Puca, CFA, CIPM.

Good vs. Lucky: Assessing Portfolio Manager Performance

There are three intangibles that all good portfolio managers have, says Jacques Lussier, CFA, but factor-based benchmarks are still the best way to distinguish the effective managers from the lucky ones.

Rethinking Due Diligence and Manager Selection

Tom Brakke, CFA, says that due diligence in manager selection has become far too much of a standardized documentation process for advisers.

Current Thinking in Investment Manager Selection

Manager selection still does matter. To help readers navigate the manager selection process and stay current on the latest in both theory and practice, Mark Harrison, CFA, has compiled a range of informative materials from CFA Institute publications.

Why Good Mutual Fund Research Is Hard to Find

It is well past time to recognize the importance of mutual fund research, and to bring it into the modern era for better investor outcomes.

Better Search Methods Can Improve Hiring Outcomes

Most wealth managers’ organizational charts have very little padding. Consequently, it’s important to make good hiring decisions the first time around and to avoid the hire-fire-hire cycle, but some firms lack a methodical approach to hiring.

Poll: Which Statement Best Reflects Your Opinion on Unconstrained Bond Funds?

We asked CFA Institute Financial NewsBrief readers for their opinions on unconstrained bond funds.

Lessons from Golf: Is it Time to Sell a Fund Manager?

The golf analogy, "What are the chances that someone posting a 50 on the front nine is actually a scratch golfer?" is used to describe emerging managers.