Projects

Investment Process Review and Advice

01 November 2011

Australian Equities Long Short Manager. A small to mid-sized investment firm with a five-year track record and FUM greater than $200 million. Our review focused on governance, client objectives, investment philosophy, portfolio construction, idea generation, and security selection. Our review resulted in a new governance structure with greater responsibility for reviewing and altering the investment process, a greater definition of client objectives, a new portfolio construction process, a risk budgeting framework, and an improved security selection process.



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