INVESTMENT TEAM EMBEDDING
IMPROVEMENTS TO PHILSOPHY, PROCESS, & EXECUTION
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.