Capital Allocators – Inside the Institutional Investment Industry cover image

[REPLAY] Roz Hewsenian – Helmsley Trust’s Chief of People and Process (Capital Allocators, EP.63)

Capital Allocators – Inside the Institutional Investment Industry

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Navigating Investment Manager Decisions

This chapter delves into the intricate decision-making process involved in managing investment managers, focusing on the need for conviction in replacing underperforming managers. It highlights the importance of early communication, understanding performance indicators, and balancing timely actions based on trust and execution track record.

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