Articulate your investment philosophy and tell a cohesive story.
Your investment philosophy matters. It gives clients and consultants a window into what you believe about the markets,
how investment opportunities occur and why you can take advantage of these opportunities before others.
A well-thought-out philosophy shines a light on how you add value for clients.
Showing that your investment decisions are consistent with your beliefs builds trust, and that helps win business
and keep it during the inevitable ups and downs of the markets.
Assette offers consulting services to help you better articulate your investment philosophy and
communicate it though a compelling story. Our consulting services are offered in partnership with John Minahan, Ph.D., CFA, who most recently was associate faculty director of the master of finance program at MIT Sloan and prior to that was the director of research at NEPC.