Breakout 4: Hiring and Firing Investment Managers: Lessons from the Field

Matthew Litwin, Managing Director, Head of Manager Research, Greycourt & Co.

Selecting good investment managers is challenging but knowing when and why to fire a manager is equally as important. In this session, we will discuss a disciplined approach to ongoing manager evaluation that can be used to increase the odds of making good decisions and decrease the risk of backward-looking, overly reactive firing. This session will use real-world examples to provide a useful, approachable, and durable framework for evaluating investment managers.