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Episode 258: Treating the buy side’s fever

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Manage episode 349911170 series 1079955
Indhold leveret af Waters Wavelength Podcast. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Waters Wavelength Podcast eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Andrea Gentilini, head of SEI Novus, joins Wei-Shen on the podcast. Together, they talk about using the term ‘target operating model’, and how the buy side should use data to evaluate managers’ skillsets better. 3:00 – Andrea joins the podcast and gives an overview of his career and how he landed at SEI Novus. 6:30 – He gives an analogy about how asset allocators and managers only treat their fever symptoms. 10:00 – They talk about how asset allocators want more context from their data and how technology can help. 16:00 – Then, they get into the target operating model. What does it mean, and why is it needed? 18:00 – Sometimes, the problem is the infinite investment horizon. 21:00 – How do asset managers approach the Tom now, especially when looking to incorporate new technologies? 26:00 – Why don’t allocators, and asset managers use behavioral analysis tools more?
  continue reading

293 episoder

Artwork
iconDel
 
Manage episode 349911170 series 1079955
Indhold leveret af Waters Wavelength Podcast. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Waters Wavelength Podcast eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Andrea Gentilini, head of SEI Novus, joins Wei-Shen on the podcast. Together, they talk about using the term ‘target operating model’, and how the buy side should use data to evaluate managers’ skillsets better. 3:00 – Andrea joins the podcast and gives an overview of his career and how he landed at SEI Novus. 6:30 – He gives an analogy about how asset allocators and managers only treat their fever symptoms. 10:00 – They talk about how asset allocators want more context from their data and how technology can help. 16:00 – Then, they get into the target operating model. What does it mean, and why is it needed? 18:00 – Sometimes, the problem is the infinite investment horizon. 21:00 – How do asset managers approach the Tom now, especially when looking to incorporate new technologies? 26:00 – Why don’t allocators, and asset managers use behavioral analysis tools more?
  continue reading

293 episoder

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