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 an investor.

Imagine you are the CEO and co-owner of an asset manager somewhere in the world. You have a team of skilled equity specialists who have been quietly producing excellent results over the past three years by investing in global equities.

Then one of the biggest and best investment consultants in the world comes knocking. They want the numbers, they want the big picture, and they grill all of you for hours. You start to think that maybe this could be big. Then they go back and write a very favorable report with only minor points of criticism, and you get an excellent rating and land on their list of top recommendations.

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