Here's just a small sampling of our α generating offerings…
Every consulting engagement is based on a combination of a quantitative & qualitative diagnosis. Put another way, good advice depends on good data.
INVESTMENT PROS’ ANALYTICAL TOOLKIT UPGRADE
Investment philosophies & tools must unlock & exalt the minds that execute them. Yet, many errors of creativity, analysis, & decision-making are the result of investment philosophies & tools out of accord with the minds executing them. Another critical problem is that investment philosophies & tools are the correct ones, but that they are used poorly. Upgrading the software of investment research professionals must be done to unlock α.
ALIGNING THE FIRM WITH THE INVESTMENT PHILOSOPHY
It is not enough any longer for investment managers to just deliver α at the individual fund level. Bluntly, critical decisions made at the firm level about how the different functional relationships intersect with the investment research function affect the ability to deliver α. In order to unlock an organization’s ability to deliver higher α requires that investment research be supported by: the board, human resources, product distribution, accounting, information technology, clients, & even shareholders.
IMPROVING INVESTMENT PROS’ SOFT SKILLS
Just as a painting is the expression of the artist that paints it, investment portfolios are also expressions of those that manage them. Therefore, managing your relationship with yourself is a direct way of improving your investment research & decision-making. Are your tools & methods exalting your mind & skills, or are they a hindrance? Have you developed tools & methods to compensate for your weaknesses? Are you receiving full benefit from your experiences? That is, are you learning & improving from your experiences? α is harvested, not created, by those with a good relationship to themselves.
HUMAN HARDWARE UPGRADES
Most investment research professionals spend their time trying to ingest either more information, or more tools to assess that information. Unfortunately, these upgrades are all upgrades of software, not hardware. How can investment professionals upgrade the functioning of the entirety of their fixed assets, such as their minds, their creativity, their bodies, their purpose, & their time management? Upgrading the hardware of investment research professionals directly leads to more α generation.