[We are in a puzzling investment environment. Warning signs abound. Uncertainty and fears of recession have investors and advisors climbing that wall of worry as markets continue to reach new highs.
[In a year of much change, competitive threats and uncertainty in the asset management industry, I found these notes from a wide range of industry discussions and perspectives to be a sobering and informative overview on imp
[There is a growing explosion of interest, media coverage, investment products and dollars going into socially responsible investments - despite a large percentage of advisors still not openly receptive or adopting the strategy with their clients.
"There's a lot of misinformation or misconceptions in the approach that managers are taking in terms of evaluating and purchasing pieces of technology." - Matt Franey, Celera Systems
"You need to have practical, local business knowledge in truly understanding the big picture and the subtle nuances of the operating environments in the markets you are investing in." - Robert Scharar, Commonwealth Funds
"A well-conceived AI approach can, we believe, exceed the limitations of both human driven stock selectors and traditional quants." - Dan Philps, Rothko Investment Strategies
"As a portfolio and risk manager, I decided that there had to be a better way to manage the risk of inevitable volatile bear markets, while providing advisors and investors peace of mind." - Tom Hardin, Canterbury Investment
" I firmly believe that the incorrect prevailing focus by asset managers on assets under management has created a soft under belly for the industry that will continue to be painfully exposed this year." - Dan Sondhelm, Sondhelm Partne
"We’ve created the opportunity for informed investors and institutions to make razor‐sharp, self‐selected allocations to this senior secured space as a diversifying complement to traditional fixed income portfolios" - Thomas Hardy, Ladder
.jpg)
