Improving The Communication Between Analysts And Portfolio Managers

9/27/17 Presentation at CFA Society of NYC: Couples Counseling: Improving the Communication Between Analysts and Portfolio Managers

On September 27, we gave a talk at the CFA Society of NYC addressing the critical issue of the tension between analysts and portfolio managers. A portfolio manager’s sole purpose is to generate alpha by outperforming his benchmark. In an increasingly efficient market, portfolio managers are under enormous pressure to find investment ideas that will deliver excess returns. In this lecture, we used concepts from our new book, Pitch the Perfect Investment, to show how analysts and portfolio managers can improve their communication, tighten-up their research process and work together more effectively to get alpha-generating investment ideas into the portfolio.

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