by Liz Hecht | September 2011 | Selling the Investment Process
In This Issue: Learning from Experience | Sankofa Tales | The Blame Game Behind every great investment company there lies a story. I’m not talking about the required philosophy-process-people-performance story. That story is important and it must be told well.... by Liz Hecht | August 2011 | Presenting Performance and the Portfolio
In This Issue: An Obligation to Communicate | A Tale of Reach and Grasp | Eyefuls of Bark This issue of Excess Returns considers how some investment firms excel at communicating effectively when times are tough. We also provide a few topical favorites from our reading... by Liz Hecht | July 2011 | Preparing Effectively
In This Issue: The Elephant in the Room | Protesting Too Much | “Well, I think …” Investment management firms allocate significant time, money and human energy to creating and delivering new business presentations. Yet things can still go terribly wrong,... by Liz Hecht | June 2011 | Competitive Differentiation
In This Issue: Relentless Uniformity | Who Doesn’t? | Beyond the Beauty Parade “What is your competitive advantage?” This often is the toughest question that investment companies must answer in their quest to build assets under management—even if the...
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