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Organizational Alpha: How to Add Value in Institutional Asset Management

Amazon.com Price:  $7.96 (as of 12/05/2019 16:24 PST- Details)

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Description

Institutional investors spend the majority of their time searching for the Holy Grail of investment alpha, or risk-adjusted market outperformance. The problem is far too many organizations and funds fail to first understand whether or not they have what it takes to earn alpha or whether it even makes sense to check out. Organizational alpha, however, is something every institutional investor and nonprofit can achieve, assuming they focus on what they may be able to regulate and what matters.

This book will show institutional investors, board members, trustees, consultants and beneficiaries how the concept of organizational alpha can help them:

• Recognize the importance of goals-based investing.

• Think relating to process over outcomes.

• Understand the fiduciary duty and what constitutes a breach of that duty.

• Know the difference between a governing and managing fiduciary.

• Define their overarching investment philosophy.

• Make sense of the group dynamic at play when making decisions-by-committee.

• Ensure more continuity in their investment program.

• Support their due diligence and decision-making processes.

• Choose the right consultant or advisor to help oversee their assets.

• Find additional sources of alpha.

• Understand the alternative investment landscape.

• Appreciate the differences between foundations, endowments, and pensions.

• Document their investment process to cut down on unnecessary mistakes.

• Make decisions that revolve around the goals and mission of the organization.

• Set realistic expectations with the understanding that the future is at all times uncertain.

Written by an institutional investor who has spent his entire career working with quite a lot of institutional investors from endowments to foundations to pension plans to family offices and other nonprofits, Organizational Alpha is a manual that provides institutional investors with the tools they wish to find success in the markets and as organizations.

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