What to Look for From Asset Managers
Advisories
November 24, 2009 Posted by: Adam Dean
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November 25, 2009 Posted by: Adam DeanPost the credit crisis, portfolio companies are reminded that their asset managers satisfy three crucial parameters: independence, transparency and a track record of investment safety and financial stability. One element that can be difficult to assess is independence. Independence in terms of managing your cash can be boiled down to two questions: 1) does the asset manager have an explicit fiduciary responsibility to you as their client, and 2) have they disclosed and taken steps to minimize conflicts and potential conflicts of interest.
Download the advisory report.
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Post the credit crisis, portfolio companies are reminded that their asset managers satisfy three crucial parameters: independence, transparency and a track record of investment safety and financial stability. One element that can be difficult to assess is independence. Independence in terms of managing your cash can be boiled down to two questions: 1) does the asset manager have an explicit fiduciary responsibility to you as their client, and 2) have they disclosed and taken steps to minimize conflicts and potential conflicts of interest.
Download the advisory report.