Organizational Alpha: How to Add Value in Institutional Asset Management

Organizational alpha, on the other hand, is something every institutional investor and nonprofit can achieve, assuming they focus on what they can control and what matters. • Understand the alternative investment landscape. • Find additional sources of alpha. • Set realistic expectations with the understanding that the future is always uncertain. • Think in terms of process over outcomes. • Ensure more continuity in their investment program. • Choose the right consultant or advisor to help oversee their assets. • Define their overarching investment philo

He has spent his career working with various nonprofit, institutional and high net worth clients to help them plan and invest their money wisely. Ben Carlson, CFA is the Director of Institutional Asset Management at Ritholtz Wealth Management. . He is the author of the book A Wealth of Common Sense: Why Simplicity Trumps Complexity in Any Investment Plan and is th

He has spent his career working with various nonprofit, institutional and high net worth clients to help them plan and invest their money wisely. About the Author Ben Carlson, CFA is the Director of Institutional Asset Management at Ritholtz Wealth Management. He is the author of the book A Wealth of Common Sense: Why Simplicity Trumps Complexity in Any Investment Plan and is the author of the blog, A Wealth of Common Sense.

Extremely Valuable for Institutional Investors Jon L. I did my master's thesis on endowment investing, and I wish this book was around at the time I wrote the paper. This book, alongside both works by David Swensen, is required reading for institutional investors. Here is the link to Swensen's works for you reference:https://amazon.com/David-F.-Swensen/e/B001H6NC42Unlike other . "I loved reading this book" according to M.M. Kerdel. I loved reading this book. It is accurate, clear, true - and short, as it can be read in a couple of hours. The return on investing couple of hours could be amazing, if the lessons are properly implemented. Obviously that is easier said that done, as it goes against our human nature, career risk and all those other biases th. Great Read for the Individual and Organizational Alike Eli Yarborough Chapter 4 May be one of my favorite overviews of creating an investment process ever penned. Great book, well written. Great value per page & per $.