Frank J. Travers is an investment manager.

The book should have been written a long time ago. It gives an objective method to analyze and select an investment manager. It takes the mystery out of the equation. This book is on every plan sponsor’s desk. Lord Corporation is the author of Dave Davenport. The search for an equity manager.

There are issues that challenge those responsible for hiring and firing investment managers. Frank Travers does a good job of explaining analytical tools and methodologies in a simple, yet practical way. Investment managers should have a copy on their bookshelf. Leon G. Cooperman is the Chairman and CEO of Omega Advisors, Inc.

That’s right. Investment manager analysis A good overview of the important areas that purchasers of institutional investment management services need to consider is provided. It is an instructional guide that can be used to develop search policies and procedures. David Spaulding is the President of The Spaulding Group, Inc.

The investment manager selection process is covered in this book. It is well organized for both the professional and the layman. It should be required reading for anyone looking to manage their assets. Scott Johnston is the Chairman and Chief Investment Officer.

That’s right. Investment manager analysis A comprehensive review of the manager selection process is needed. While the industry is full of information about selecting individual stocks, little has been written about the subject of manager selection for fund sponsors. This is a useful guide for the less experienced practitioners as well as the veteran decisionmaker. Dennis J. Trittin is a Portfolio Manager for Russell Investment Group.

TABLE OF CONTENTS

There is an introduction.

The first part is before the analysis.

Chapter 1 is about setting investment guidelines.

Chapter 2 deals with investment managers.

Chapter 3 asks for information.

This is the second part of an analysis of equity and fixed income managers.

Chapter 4 deals with performance analysis.

Chapter 5 deals with risk analysis.

Chapter 6 includes a portfolio analysis.

Chapter 7 is information gathering.

Chapter 8 begins with an initial interview.

Chapter 9: Attribution analysis.

Chapter 10 deals with style analysis.

Chapter 11 has an on-site meeting.

The investment manager scoring model is chapter 12.

Chapter 13 deals with background checks and contracts.

Chapter 14 is about Fixed Income Manager Analysis.

The third part of the analysis is about alternative investment managers.

Chapter 15 covers Hedge Fund Manager Analysis.

Index.

AUTHOR INFORMATION

Frank J. He is a Principal and Senior Portfolio Manager at Pine Street Advisors, where he is responsible for co-managing a diversified hedge fund-of-funds product. He was a managing director and director of research at CIC Group, Inc., where he managed a family of eight fund-of-funds and acted as the portfolio manager for the firm’s U.S. small-cap equity portfolio. Frank was in charge of due diligence for the firm’s North American wrap program. His research papers and articles have been published.