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.
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.
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.
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.
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.