The Toughest Manager Selection Questions — And How To Answer Them
Manager selection experts share what they’re looking for.
The Behavioral Alpha Benchmark: Q1 2024 Ranking
For fifth straight quarter, majority of portfolio managers add value compared to their benchmarks.
The 2023 Behavioral Alpha Award: Winners & Highlights
New Top 5 announced in industry’s leading skill-based portfolio manager ranking.
The Behavioral Alpha Benchmark: Q3 2023 Ranking
Top portfolio managers extend win streak, consistent with new research into the persistence of investment skill.
The Continuity of Investment Decision-Making Skill
Unlike past portfolio performance, this measure of investment decision-making skill exhibits a statistically-significant relationship into the future.
The Behavioral Alpha Benchmark: Q2 2023 Ranking
Latest results suggest that portfolio manager investment skill persists over time.
The Problem With Performance Attribution
It’s the standard for reporting, but when it comes to identifying actual decision-making skill — whether you’re a portfolio manager or an allocator of capital — performance attribution leaves a lot to be desired. But there’s an alternative: decision attribution.
The Behavioral Alpha Benchmark: Q1 2023 Ranking
New assessment shows sharp increase in active portfolio managers who added value through their decision-making.
Full Transparency Is a Must in This Market
In today’s market environment, investors are seeking openness and a thoughtful plan for future improvement — not past perfection.
Presenting Your Strengths in a Weak Market
How do you show investors your prudence and discipline in managing their capital when your performance-based metrics don’t tell a great story?