Hire or Fire? Selecting fund managers for charities | Mercer

Hire or Fire? Selecting fund managers for charities

Hire or Fire? Selecting fund managers for charities

Recorded: 22 May 2019

  • Overview
    • HIRE OR FIRE? “THE PROBLEM OF CHOICE”

      • The rationale behind fund manager selection and termination. 
      • The influence of past performance on manager selection. 
      • Implementing processes that aim to tackle the influence of biases on investors decision making. 
      • A real life example from our portfolio management team constructing a fixed income portfolio - from manager selection to ongoing portfolio management and importantly, when to fire a manager. 
  • Why attend?
    • Global investment markets remain uncertain and volatile so identifying and blending the strongest investment managers is critical for a successful investment outcome.

      In this webinar we will deal with the practical challenges of selection and implementation and how we have supported clients to address this challenge.
  • Speakers
    • Suzanne Lubbe - Manager Research, Mercer
      Trevor Lin - Fixed Income Portfolio Manager, Mercer
      Paul Fleming  - Head of Investment Solutions, UK Charities, Endowments and Foundations, Mercer