Investment Manager Analysis
A Comprehensive Guide to Portfolio Selection, Monitoring and Optimization
Reeks: Wiley Finance
Frank J. Travers
- Praise
- 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
- purchasers
- of
- institutional
- investment
- management
- services
- need
- to
- consider.
- It
- is
- a
- good
- instructional
- guide,
- from
- which
- search
- policies
- and
- procedures
- can
- be
- developed,
- as
- well
- as
- a
- handy
- reference
- guide."
—David
- Spaulding,
- President,
- The
- Spaulding
- Group,
- Inc."This
- book
- is
- the
- definitive
- work
- on
- the
- investment
- manager
- selection
- process.
- It
- is
- comprehensive
- in
- scope
- and
- well
- organized
- for
- both
- the
- layman
- and
- the
- professional.
- It
- should
- be
- required
- reading
- for
- any
- organization
- or
- individual
- seeking
- talent
- to
- manage
- their
- assets."
—Scott
- Johnston,
- Chairman
- and
- Chief
- Investment
- Officer,
- Sterling
- Johnston
- Capital
- Management,
- LP"Investment
- Manager
- Analysis
- is
- a
- much-needed,
- comprehensive
- review
- of
- the
- manager
- selection
- process.
- While
- the
- industry
- is
- riddled
- with
- information
- about
- selecting
- individual
- stocks,
- comparatively
- little
- has
- been
- written
- on
- the
- important
- subject
- of
- manager
- selection
- for
- fund
- sponsors.
- This
- is
- a
- particularly
- useful
- guide
- for
- the
- less
- experienced
- practitioner
- and
- offers
- considerable
- value
- to
- the
- veteran
- decisionmaker
- as
- well."
—Dennis
- J.
- Trittin,
- CFA,
- Portfolio
- Manager,
- Russell
- Investment Group
