After two decades in the industry, Wilmington Trust’s Tony Roth knows the value of a carefully planned approach
Morningstar’s Laura Lutton is one of the few women in manager research, but oversees one of the most widely used ratings systems around.
Having been at the forefront of fund selection, Manulife’s multi-manager pioneer Bob Boyda is thinking about his career – and how he can give something back.
Northern Trust's Chris Vella likes to see his picks grow and flourish. He explains how his green fingers help him keep returns looking rosy
Wells Fargo’s Greg Maddox is using technology and teaching to make sure his due diligence process runs like clockwork. He explains the nuts and bolts of the operation
Paul Ricciardelli is well-known for his discerning eye when it comes to picking managers for his model portfolios. The Morgan Stanley gatekeeper explains what he expects to see.
Matt Babcock knows what he wants and how to get it. The Pacific Life gatekeeper explains why he looks for humility in managers and how they can avoid the chop
On the baseball field and in the office, Citi Private Bank’s Don Marchesiello knows how to get the best from his team. The traditional investments head reveals how he makes his picks and why he always keeps an eye on the scorecard.
Commonwealth Financial Network’s Brian Price may love math, but he needs to see more than just strong performance figures from his managers. He tells Andrew Jones what he’s really looking for
Lisa Kopp, US Bank traditional investment head, tells Andrew Jones she’s learnt to look beyond polished performances when it comes to assessing fund managers