by Liz Hecht | April 2017 | Art & Science
Why the book plays a critical role in building assets The book should be: A framework to guide consistent delivery of your firm’s story A series of clear exhibits with the capacity to ignite intellectual understanding A body of evidence—other than performance... by Liz Hecht | April 2017 | War Stories
At a recent finals presentation, two investment firms presented to the board. The board cast seven votes, with three choosing one firm and three choosing the other based on the in-person presentation. The tie-breaker? A decision based solely on the book—by a board... by Liz Hecht | April 2017 | War Stories
A friend recently told us this story: We had a big final presentation—a sizable mandate for a foundation. We worked hard to prepare, and I thought we did a pretty good job. To my surprise, on the plane back home, I happened to be seated next to a key decision-maker,... by Liz Hecht | April 2017 | Art & Science
Here’s our spin on comedian Jeff Foxworthy’s “You might be a redneck if…” series.* We call it “Research is a commodity if…” It is inspired by our suspicion that many investment managers do not treat market research as a...
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