Institutional investors spend the majority of their time in search of the Holy Grail of investment alpha, or risk-adjusted market outperformance.
Written by an Institutional investor who has spent his entire career working with a wide range of Institutional investors from endowments to foundations to pension plans to family offices and other nonprofits, Organizational Alpha is a manual that provides Institutional investors with the tools they need to find success in the markets and as organizations..
Set realistic expectations with the understanding that the future is always uncertain.
Make decisions that revolve around the goals and mission of the organization.
Document their investment process to cut down on unnecessary mistakes.
Appreciate the differences between foundations, endowments and pensions.
Understand the alternative investment landscape.
Find additional sources of alpha.
Choose the right consultant or advisor to help oversee their assets.
Improve their due diligence and decision-making processes.
Ensure more continuity in their investment program.
Make sense of the group dynamic at play when making decisions-by-committee.
Define their overarching investment philosophy.
Know the difference between a governing and managing fiduciary.
Understand the fiduciary duty and what constitutes a breach of that duty.
Think in terms of process over outcomes.
This book will show Institutional investors, board members, trustees, consultants and beneficiaries how the concept of Organizational alpha can help them: Recognize the importance of goals-based investing.
Organizational alpha, on the other hand, is something every Institutional investor and nonprofit can achieve, assuming they focus on what they can control and what matters.
The problem is far too many organizations and funds fail to first understand whether or not they have what it takes to earn alpha or whether it even makes sense to try.
Institutional investors spend the majority of their time in search of the Holy Grail of investment alpha, or risk-adjusted market outperformance
