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Investment Skill and the Research Process

The research process is the first building block in the investment process and a key metric of investment skill; it is where ideas are generated and fight for a position in the portfolio. The importance of research is undoubted. However, what is the relationship between successful decision making in the research process and the ultimate goal of alpha generation?

Using the Inalytics Peer Group, we uncover the relationship between decision-making success in the research process and alpha generation. This paper furthers our understanding of investment skill and reveals why it is essential for asset owners to assess the effectiveness of the research process in conducting due diligence. For asset managers, it provides a new way to analyse their investment process when it comes to idea generation and alpha generation.

Download the Research Paper below to learn more about how we identify investment skill or contact us to find out more about how we analyse both decision making and portfolios to help improve the investment process and select skilful portfolio managers.


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