An investment manager due diligence is often understood as ticking-the-box exercise. Unsurprisingly, this behavior conveniently translates into the dominance of past performance and related measures as investment criterion. Legal due diligence, quantitative due diligence and checklists along the lines for DDQs are valid sources to formulate the right questions, but do not replace a qualitative assessment of how the strategic, operational and legal aspects of an investment process are brought together by the investment manager(s) to meet the investment objective. The participants will perform a competition-based investment manager analysis, including a real investment manager interview. A debriefing with the focus on lessons-learned is included.
Panthera Solutions Sarl is an Applied Behavioural Finance specialist, based in the Principality of Monaco. Our Intuitive Behavioural Design solutions empower asset managers and asset owners to significantly, lastingly and measurably improve their investment decision quality. We inclusively facilitate directed change in the customised form of training, coaching, consulting and Behaviour-Tech solutions. Our assignments (EUR 100+ billion AuC) and academic publications have proven us to be innovation leaders in Europe. Our most recent launch, the Panthera Tree, is a unique Behaviour-Tech solution that facilitates most evidence-based investment decisions for professional investors to strengthen their competitive edge.
