A Primer on Investment Manager Selection

UIC Advanced Investment Management

UIC
Guest Lecture
Author

John W. Pearce, CFA

Published

March 27, 2024

I spoke at John Wightkin’s Advanced Investment Management course on March 27, 2024.

I also used used this presentation (or a substantially similar one) for a guest lecture at John Wightkin’s Advanced Investment Management course on November 9, 2023.

Learning Objectives

  1. Build a basic framework for manager selection using a case study
    • Five (Six?) “Ps”
    • ICES
  2. Discuss the framework in more depth

Resources

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