“Hang a golden collar around a pig, but it will remain a pig”, this or similarly, many measures in the marketing of funds can be aptly characterized. Although there is far more interest in facts in the due diligence of investments, especially among semi-institutional or institutional investors, many providers of […]
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“And just as water has no stable form, so too in war there are no stable conditions” (Sun Zi). The words of a well-known strategist seem true-to-life and understandable – economic parameters change, markets, correlations, and other parameters are constantly changing. Whether head, gut, or machine: hardly any fund selector […]
Institutional investors have been observing the increased appearance of independent asset managers (“fund boutiques”) for years. The value investors among these owner-managed companies often have a very unique view on the selection of investments. Markus Hill spoke on behalf of IPE Institutional Investment with former strategy professor Dr. J. Carlos […]
“Those who are said to be dead live longer”, according to the current press, the death of active fund management is often postulated. Robo Advisor ante portas, the popularity of passive funds, as well as the often controversially, discussed results of actively managed funds, give rise to a need for […]
“If asset managers are trending towards the average over the long term, then I can buy the index directly”: This is an opinion you will find again and again when you talk to certain investors, including foundations. This point of criticism is often taken note of with a shrug of […]
“Diversity beats simplicity” – so often the relevant, mostly misunderstood slogan in the diversity discussion in the media. The concept can also be transferred in part to the area of the professional composition of committees, advisory boards, and other institutions. If one observes the professional composition of these “entities” (investment […]