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Discipline Series

Home > Discipline Series
  • Investments
    Portfolio Management

    The KEY differentiator in setting you apart from your competition is your ability to generate returns by building a collective portfolio of individual investments. Implementing and clearly articulating policies and procedures for constructing and managing a risk-adjusted portfolio that is capable of generating positive returns, regardless of market conditions, is ultimately what will drive your business.

    Idea Generation

    Your success in building a well-performing, diversified portfolio is entirely incumbent on generating new ideas. Developing and formalizing a process to help uncover new and unique investment opportunities is a constant challenge that will be critical in setting you apart from other funds.

    Value Added Research

    What exactly is the value proposition you are selling to investors as to your competitive advantage in picking investments? Expand and streamline the tools and methods used to conduct thorough and compliant research through process improvements and quantifiable decision making techniques.

    Conviction

    Strengthen and standardize the means by which you and your team overcome the uncertainty of investment decisions by developing and implementing tools to enhance decision making, communication, and selection capabilities.

    Risk

    The ongoing and never-ending list of risks is a constant challenge that you must not only identify, but also seek to mitigate. The methods that you use, how you articulate those to investors, and your ability to ultimate control those risks specific to your asset class will significantly enhance your returns.

    Technology

    Do you have the appropriate tools to support and enhance your efforts in all of the steps of the investment process? With ever-changing systems and technology coming to market, you need to consistently consider more efficient and cost-effective measures to improve your process and margins.

    Data Science

    One of the biggest challenges that firms face that can undermine their entire investment process is the quality and integrity of the data. Let us help you in selecting and implementing cost-effective solutions in choosing and managing data providers and vendors.

    Trading

    The number of choices and venues for trade execution, particularly with innovations in technology, is constantly evolving and has a definite impact on your ability to source liquidity, achieve best execution and generate alpha. How you manage the trading process is of critical importance to investors and regulators.

    Compliance
    The number of SEC cases and enforcement actions in 2021 relating to how firms conduct research and investment activities continued to grow. Establishing the necessary tools, training, and control measures to ensure that all legal and regulatory requirements, particularly as it relates to material non-public information and the use of expert networks will help to keep your firm from costly violations. 
    Talent

    The PM manages two portfolios, one of its people and the other its investments. By far, the most important is the team; yet, it often lacks the investment of time and focus on developing a consistent process for hiring, compensation, performance measurement, and termination to promote a cohesive unit.

  • Operations
    Portfolio Management

    The KEY differentiator in setting you apart from your competition is your ability to generate returns by building a collective portfolio of individual investments. Implementing and clearly articulating policies and procedures for constructing and managing a risk-adjusted portfolio that is capable of generating positive returns, regardless of market conditions, is ultimately what will drive your business.

    Idea Generation

    Your success in building a well-performing, diversified portfolio is entirely incumbent on generating new ideas. Developing and formalizing a process to help uncover new and unique investment opportunities is a constant challenge that will be critical in setting you apart from other funds.

    Value Added Research

    What exactly is the value proposition you are selling to investors as to your competitive advantage in picking investments? Expand and streamline the tools and methods used to conduct thorough and compliant research through process improvements and quantifiable decision making techniques.

    Conviction

    Strengthen and standardize the means by which you and your team overcome the uncertainty of investment decisions by developing and implementing tools to enhance decision making, communication, and selection capabilities.

    Risk

    The ongoing and never-ending list of risks is a constant challenge that you must not only identify, but also seek to mitigate. The methods that you use, how you articulate those to investors, and your ability to ultimate control those risks specific to your asset class will significantly enhance your returns.

    Technology

    Do you have the appropriate tools to support and enhance your efforts in all of the steps of the investment process? With ever-changing systems and technology coming to market, you need to consistently consider more efficient and cost-effective measures to improve your process and margins.

    Data Science

    One of the biggest challenges that firms face that can undermine their entire investment process is the quality and integrity of the data. Let us help you in selecting and implementing cost-effective solutions in choosing and managing data providers and vendors.

    Trading

    The number of choices and venues for trade execution, particularly with innovations in technology, is constantly evolving and has a definite impact on your ability to source liquidity, achieve best execution and generate alpha. How you manage the trading process is of critical importance to investors and regulators.

    Compliance
    The number of SEC cases and enforcement actions in 2021 relating to how firms conduct research and investment activities continued to grow. Establishing the necessary tools, training, and control measures to ensure that all legal and regulatory requirements, particularly as it relates to material non-public information and the use of expert networks will help to keep your firm from costly violations. 
    Talent

    The PM manages two portfolios, one of its people and the other its investments. By far, the most important is the team; yet, it often lacks the investment of time and focus on developing a consistent process for hiring, compensation, performance measurement, and termination to promote a cohesive unit.

  • Leadership Training
    Portfolio Management

    The KEY differentiator in setting you apart from your competition is your ability to generate returns by building a collective portfolio of individual investments. Implementing and clearly articulating policies and procedures for constructing and managing a risk-adjusted portfolio that is capable of generating positive returns, regardless of market conditions, is ultimately what will drive your business.

    Idea Generation

    Your success in building a well-performing, diversified portfolio is entirely incumbent on generating new ideas. Developing and formalizing a process to help uncover new and unique investment opportunities is a constant challenge that will be critical in setting you apart from other funds.

    Value Added Research

    What exactly is the value proposition you are selling to investors as to your competitive advantage in picking investments? Expand and streamline the tools and methods used to conduct thorough and compliant research through process improvements and quantifiable decision making techniques.

    Conviction

    Strengthen and standardize the means by which you and your team overcome the uncertainty of investment decisions by developing and implementing tools to enhance decision making, communication, and selection capabilities.

    Risk

    The ongoing and never-ending list of risks is a constant challenge that you must not only identify, but also seek to mitigate. The methods that you use, how you articulate those to investors, and your ability to ultimate control those risks specific to your asset class will significantly enhance your returns.

    Technology

    Do you have the appropriate tools to support and enhance your efforts in all of the steps of the investment process? With ever-changing systems and technology coming to market, you need to consistently consider more efficient and cost-effective measures to improve your process and margins.

    Data Science

    One of the biggest challenges that firms face that can undermine their entire investment process is the quality and integrity of the data. Let us help you in selecting and implementing cost-effective solutions in choosing and managing data providers and vendors.

    Trading

    The number of choices and venues for trade execution, particularly with innovations in technology, is constantly evolving and has a definite impact on your ability to source liquidity, achieve best execution and generate alpha. How you manage the trading process is of critical importance to investors and regulators.

    Compliance
    The number of SEC cases and enforcement actions in 2021 relating to how firms conduct research and investment activities continued to grow. Establishing the necessary tools, training, and control measures to ensure that all legal and regulatory requirements, particularly as it relates to material non-public information and the use of expert networks will help to keep your firm from costly violations. 
    Talent

    The PM manages two portfolios, one of its people and the other its investments. By far, the most important is the team; yet, it often lacks the investment of time and focus on developing a consistent process for hiring, compensation, performance measurement, and termination to promote a cohesive unit.

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