Leveraging Investment Performance Teams to Enhance Investment Strategies and Relationship Management

Posted by Peter Ellis, Director, P.K. Consulting Ltd. on Behalf of BISAM on Oct 20, 2015 10:27:58 AM
Find me on:

On September 30, a panel of investment performance measurement experts came together for a virtual roundtable hosted by BI-SAM. Participants included Daryl Bradford of Acadian Asset Management, Stephen Saffhill of Barings London, and Peter Ellis of PK Consulting Ltd., who moderated the discussion.

The panelists discussed the value created by performance teams when it comes to improving investment strategies and enhancing client relationship management.  

During the roundtable discussion, we polled the audience for their opinion on the current role of performance teams and performance metrics within asset management organizations, and how or if they see that role changing over the next three years. Following are the results of the audience poll. For further context, we encourage you to listen to the full replay at your convenience.  Click here to watch the recording.


Topics: Performance & Attribution

Leave a Comment

If you have any comments or have any questions about the subjects raised in this post, please fill in your details and message below. We'd like to hear from you.