Building strong foundations: Effective manager line-ups
Creating a fit-for-purpose investment manager line-up
February 11, 2019
Gain insights into how funds can make their investment decision-making processes more effective in Australia.
This piece covers some key decisions and considerations for asset owners to make when reviewing the appropriateness of their investment manager line-up in the context of their respective investment programs. Further, it prompts investors to consider whether they are getting the most out of their manager relationships.
Topics explored in this paper include:
determining whether to insource or outsource investment management;
how to develop a framework for manager evaluation
– an overview of Willis Towers Watson’s approach to manager evaluation is provided as a useful reference;
how to create alignment with managers; and
the potential to develop deeper relationships through strategic partnerships.