After having conversations with a couple of pension fund money managers, it remains clear the confounding of consequence and cause wreaks havoc in the asset management community, the source not merely – in Friedrich Nietzsche’s words – of the depravity of reason but of inconsistent and volatile returns and the improper support for the underlying asset.
In this presentation, I highlight why the concept of de-risking asset management in its current state is insufficient. Instead, the root cause must be established to produce returns commensurate with human performance.
I will challenge some foregone conclusions in asset management, hoping it will lead you to rethink your current strategies and, with our guidance, to convert them.
