UX Consultant at DiligenceVault. Former investment consultant and business development professional within the institutional investment management industry.
Why do we rate funds? Rating investment managers is a mechanism that attempts to normalize an otherwise complex research process using a combination of quantitative and qualitative techniques. In our day-to-day life we are constantly exposed to ratings… it’s pervasive in restaurants, household goods, technology, customer service and more. We are psychologically conditioned to assign ratings and rank most things in our life.
How We Are Managing “Explanation Risk” (and coined yet another buzzword while using the most over-used chart in the investment industry. High fives ALL around!) In every investment professional’s life, the 4-quadrant (“quad”) analysis is omnipresent in daily professional and personal living. When did you come to terms with your quad chart addiction? Was it during your business school case studies (think SWOT
Why I joined DiligenceVault Let’s start with a little background on me. Having spent over 10 years in the investment management world learning about hedge fund, private equity and real estate investing, I met many amazing colleagues and had a bunch of achievements, both big and small. At some point during everyone’s career, there comes a time to step back, evaluate where