Description
Book SynopsisPraise for Investment Manager Analysis This is a book that should have been written years ago. It provides a practical, thorough, and completely objective method to analyze and select an investment manager. It takes the mystery (and the consultants) out of the equation. Without question, this book belongs on every Plan Sponsor''s desk.
Dave Davenport, Assistant Treasurer, Lord Corporation, author of The Equity Manager Search
An insightful compendium of the issues that challenge those responsible for hiring and firing investment managers. Frank Travers does a good job of taking complicated analytical tools and methodologies and explaining them in a simple, yet practical manner. Anyone responsible for conducting investment manager due diligence should have a copy on their bookshelf.
Leon G. Cooperman, Chairman and CEO, Omega Advisors, Inc.
Investment Manager Analysis provides a good overview of the important areas that purc
Table of Contents
Introduction.
PART ONE: Before the Analysis.
CHAPTER 1: Setting Investment Guidelines.
CHAPTER 2: Investment Manager Sourcing.
CHAPTER 3: Request for Information.
PART TWO: Equity and Fixed Income Manager Analysis.
CHAPTER 4: Performance Analysis.
CHAPTER 5: Risk Analysis.
CHAPTER 6: Portfolio Analysis.
CHAPTER 7: Information Gathering.
CHAPTER 8: Initial Interview.
CHAPTER 9: Attribution Analysis.
CHAPTER 10: Style Analysis.
CHAPTER 11: On-Site Meeting.
CHAPTER 12: Investment Manager Scoring Model.
CHAPTER 13: Background Checks and Contracts.
CHAPTER 14: Fixed Income Manager Analysis.
PART THREE: Alternative Investment Manager Analysis.
CHAPTER 15: Hedge Fund Manager Analysis.
Index.
