INVESTMENT TEAM EMBEDDING

IMPROVEMENTS TO PHILSOPHY, PROCESS, & EXECUTION

OUR SOLUTION

Investment Team Embedding is a comprehensive and intimate review of a research team’s philosophy, process, and execution (PPE) that is designed to help them improve their performance. Briefly, here are some of the steps we typically take:

1. Assess alignment of the team with regard to its stated investment philosophy, processes, and execution methods.

2. Use of interviews and a bespoke, deep-dive diagnostic to surface hidden issues that may be hampering decision-making, and hence, performance.

3. Assistance for the team in overcoming poor decision-making, including a comprehensive review of behavioral biases affecting performance.

4. Other recommendations borne of our years of work in this space and having the luxury of seeing global industry best practices.

Investment Team Embedding