Manager selection and due diligence are highly complex processes involving both quantitative and qualitative analyses of managers, strategies, and operations. Recent research by CAIA surveyed both investors and managers involved in the selection process to learn more about how they approach decision making. With nearly 344 responses divided between 233 investors and 111 managers, CAIA found that qualitative factors for assessing manager skill often outweighed quantitative factors. In fact, nearly 80% of respondents reported that qualitative factors have the highest predictive power of future performance!
Join us as we explore the survey results and take a deep dive into the findings with due diligence experts who will discuss the most important qualitative factors in both IDD and ODD, what gives managers an “edge”, and how manager selections can be made more efficient.