SEI sets out subadvisor selection strategy

Alex Steger

Coming to a conclusion without possession of all the facts didn’t work for British detective Sherlock Holmes and it doesn’t work for SEI's Stephen Beinhacker. The managing director explains to Alex Steger why it’s hypothesis first, numbers second.

Platform plans: how AssetMark’s CIO picks PMs

Alex Steger

Plenty of gatekeepers talk about getting inside the head of a fund manager, but Jerry Chafkin has a distinct advantage – he used to be one. AssetMark’s CIO reveals what it’s like on the other side, and how he decides who makes it onto his fund lists.

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