Below you will find a selection of articles and reports that we feel are of interest to industry professionals.
Please feel free to download and evaluate them for yourself.
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Family Offices - State of the art 01/08/2005 For the very rich, sometimes the best option is to manage family assets in-house. by Ian Orton
Portfolio Diversification: Going global 01/08/2002 In theory international diversification should reduce portfolio volatility and improve risk-adjusted returns - but is this always true? by Ian Orton.
Reporting: What to look for in your quarterly reports 01/08/2002 Technology now allows for much more sophisticated client account reporting by investment managers. Robert Brown outlines the key essentials to look out for.
A century of rich returns 01/08/2002 Exploding some of the popular misconceptions about the real returns associated with equities in the last century. Ian Orton examines the arguments put forward in the Millennium book (ABN Amro/LBS).
The case for pooled investment 01/08/2002 A summary of the pros and cons of pooled investment, with practical examples, by Jonathan Bell.
The case for segregated investment 01/08/2002 An exposé of the structural and practical benefits of a directly invested portfolio, by David Poole.
Multi-manager investment and selection 01/08/2002 Some of the issues to consider when choosing investment management houses that adopt a multi-manager approach, by Barry Stillerman
Managing conflicts of interest 01/08/2002 Examination of some of the more common conflicts of interest within institutions that clients should be aware of, by Michael Maslinski
Fund Manager Selection 01/08/2002 Some of the issues you should think about whilst preparing for the fund manager selection process, by Guy Paterson
Questions to ask a prospective asset manager 01/08/2002 A practical list of essential questions that you should always ask before appointing an investment manager to look after your money.
Fund selection: Picking the winners 01/02/2002 Graham Harrison examines whether the standard of fund performance is constant over time, whether past performance provides any clues as to future performance - and whether any fund management houses display outperformance across a range of asset classes.
