Publications

Organizational Alpha

Type
Link
Cost
Paid
Published
2017
Full Name
Organizational Alpha: How to Add Value in Institutional Asset Management

Organizational Alpha is a manual that provides institutional investors with the tools they need to find success in the markets and as organizations. Written by an institutional investor who has spent his entire career working with a wide range of institutional investors, Ben Carlson helps you develop a better decision making framework for your investment programs. Organizational Alpha will also help you understand the alternative investment landscape and appreciate the differences between foundations, endowments, and pensions. The book guides you in understanding the group dynamic at play in the institutional fund world and avoid the crippling mistakes that many institutional investors have been making consistently over the years.

ORGANIZATIONAL ALPHA COVERAGE

  • Recognize the importance of goals-based investing

  • Think in terms of process over outcomes

  • Understand the fiduciary duty and what constitutes a breach of that duty

  • Know the difference between a governing and managing fiduciary

  • Define their overachieving investment philosophy

  • Make sense of the group dynamic at play when making decisions-by-committee

  • Ensure more continuity in your investment program

  • Improve their due diligence and decision-making processes

  • Choose the right consultant or advisor to help oversee their assets

  • Find additional sources of alpha

  • Understand the alternative investment landscape

  • Appreciate the differences between foundations, endowments and pensions

  • Document their investment process to cut down on unnecessary mistakes

  • Make decisions that revolve around the goals and mission of the organization

  • Set realistic expectations with the understanding that the future is always uncertain


ABOUT THE AUTHOR