Category Archives: Manager Selection

Returning to Dublin for December 6th Workshop

This workshop is particularly timely, given that the European IORP II directive comes into effect in January 2019 for Irish pension schemes, requiring trustees to disclose how they consider the Environmental, Social and Governance (ESG) criteria in their investment decision-making … Continue reading

Posted in Education, Impact Investing, Investment Strategy, Manager Selection, Pensions, Responsible Investing, Retirement Planning, Risk | Comments Off on Returning to Dublin for December 6th Workshop

Short-termism, love and acting with class

Last week, the football world provided us with yet another example of short-termism. Claudio Ranieri was sacked as manager of Leicester City, less than a year after winning the Premier League. Of course, no manager is safe these days but … Continue reading

Posted in Football Related & LFC, Manager Selection, Thoughts, Time Horizon | Comments Off on Short-termism, love and acting with class

Einstein, Mourinho & Active Management

Albert Einstein said the eighth wonder of the world was compounding but it seems Jose Mourinho must have taken to reading Einstein’s work during his time off after his Chelsea sacking. The Manchester United manager continues to sarcastically refer to … Continue reading

Posted in Active Management, Financial Markets, Football Related & LFC, Manager Selection | Comments Off on Einstein, Mourinho & Active Management

Interview Series: with Blackrock’s Adam Ryan

My latest endeavour to make the subject of financial markets and the economy more accessible to everyone is an interview series where I am intend to interview a range of fund managers, investment strategists and government officials, and to share … Continue reading

Posted in Active Management, Business Strategy, Economy, Financial Markets, Interview Series, Manager Selection, Thoughts, Yearly Outlook, Yearly Review | Comments Off on Interview Series: with Blackrock’s Adam Ryan

Thoughts on Investment Manager Selection

Article appeared in the Sunday Business Post December 13th 2015

Posted in Active Management, Books & Articles, Decision Making, Manager Selection, Thoughts | Comments Off on Thoughts on Investment Manager Selection

The Elusive Search for Alpha: Natural Enthusiasm

I have written recently about the importance of having a clear process in place for the evaluation, selection and monitoring of active investment managers. A well-defined process can help sidestep serial underperformers and shortlist managers actually worth considering. For those … Continue reading

Posted in Active Management, Financial Markets, Manager Selection, Risk, Thoughts | Comments Off on The Elusive Search for Alpha: Natural Enthusiasm

Active Investment Management: The Jose Mourinho Dilemma

Trustee groups I work with face a plethora of choice when implementing an investment strategy.  One important decision is whether to use passive or active investment managers. Passive managers simply look to replicate a particular index. For example, for broad … Continue reading

Posted in Active Management, Decision Making, Manager Selection, Thoughts | Comments Off on Active Investment Management: The Jose Mourinho Dilemma