Organizational Alpha

ORGANIZATIONAL ALPHA WILL HELP YOU:

• 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 their 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

• Ben Carlson is Director of Institutional Asset Management at Ritholtz Wealth Management, a leading investment advisory firm providing financial planning and wealth management services worldwide. 

• He is known to be one of the four most commonly read financial bloggers by financial professionals. 

• He has spent his career working with various nonprofit, institutional and high net worth clients to help them plan and invest their money wisely. 

• He is the author of A Wealth of Common Sense, a blog that focuses on wealth management, investments, financial markets and investor psychology.