Outperforming equity indices is not easy. But it is not impossible. The trick is to identify investment managers with very specific characteristics.
Don't Underperform Obviously. Right?
One way to outperform an index is not to underperform the index? This is a sine qua non, but in no way useful. Or is it?
Manager Selectors are notorious for looking at performance. But are they looking at the right performance? And what it the right performance? An Information Ratio? A Sharpe Ratio? 3 years? 5 years? 10 years?
This question is of fundamental interest today. With the VIX breaking 30, the S&P 500 hitting it's lowest close since Nov 2021, and year to date global equity indices glowing red, the characteristics of investment manager's performance track records is getting more attention.
And in particular, the usefulness of adding products to their multi-manager portfolios that exhibit up and down market capture in proportions that are different to their existing manager line up.
If you are looking to out perform a specific index, start your search on RFPnetworks. You will find the investment managers you need.
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