• Relationship building and Covid-19

    Scandinavia has been closed for Covid-19 for now five weeks. It means relationship building for asset managers towards Scandinavian institutional investors must be different. Institutional investors want managers to focus on the markets and their investment process now, and there will be time after the …

    Read More
  • Member of Third-Party Marketers Association

    Our firm, Investment Management Distribution, has been accepted as a new member of the US-based Third Party Marketers Association (“3PM”). We believe, this is an important step for us, as both US and European third-party distributors in this financial network share knowledge and best practice within sales, …

    Read More
  • Feeling the heat in Latin America

    The recent 2008 financial crisis casts a big shadow over the other lessons learned from financial meltdowns, which could be just as important for investors. Like the debt crisis in the 1980s in Latin America. I’m fortunate to work with relationship building within asset management. …

    Read More
  • What long-term investors can learn from a cycling world champion

    Prior to Christmas, it was time to publish a lighter blog on LinkedIn, so it was a good time to meet Mads Pedersen, the new cycling world champion from Denmark. Based on personal experience, I compared elite cycling to asset management. .erhaps we can learn something as …

    Read More
  • When Success Kills an Asset Manager

    As any professional buyer of services from asset managers will know, one of the biggest challenges happens when success comes and a tsunami of money pours in. This is how that scenario plays out, and how you can avoid it as an investor. You can …

    Read More
  • How the blindfolded monkeys sell stocks better than the pros

    The famous blindfolded monkeys throwing darts at a newspaper’s stock pages are back in town! Now they sell stocks much better than the pros, according to a new study. Even for the pros, selling a stock with a less stellar holding period return can be …

    Read More
  • How stress and anxiety leads to bad decisions by portfolio managers

    Stress. Information Overload. Rushing or urgency. Outcome Fixation. And Much more. Serious portfolio managers investing with an active investment mandate tries to understand and avoid inherent biases in human nature and decision making. And with that design decision rules and evaluation procedures that removes the …

    Read More
  • Media coverage for US client Mar Vista Investment Partners

    The financial media AMWatch has written about our partner, the US equity manager Mar Vista Investment Partners. AMWatch spoke with Mar Vista’s co-founder of portfolio manager, Brian Massey, and Jay Pollitt, Managing Director. “Since it was founded in 2007, assets under management at US investment …

    Read More
  • The financial equity lemming migration:

    When the index herd reach the beach and swim into the sea with certain death to follow. The cost of active management in the US stock market has been reduced to lower levels. Institutional investors get terms that private individuals can only dream about. Is …

    Read More
  • Asset Management: When Success Kills

    As any professional buyer of services from asset managers will know, one of the biggest challenges is what happens when success comes and the money starts pouring in. This is how that scenario typically plays out – and how you can avoid getting stung as …

    Read More
a