Key Questions for Allocators of Capital

For over a decade, Essentia Analytics has helped top active equity portfolio managers — both long-only and hedge — get clarity on which types of investment decisions they are best at making, and what they can do to continuously improve. It's all about asking the right questions, and using decision attribution analysis to answer them.

We’re often asked by manager research and selection teams what questions they should be asking to understand whether the manager is a truly skilled decision-maker.

Here are five key questions to take to your next manager meeting.