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Name: Organizational Alpha: How to Add Value in Institutional Asset Management : Carlson, Ben: Amazon.ca: Books
Price: 15.7 CAD
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Rating: 4.8 (42 reviews)

Ben Carlson

Organizational Alpha: How to Add Value in Institutional Asset Management Paperback – Illustrated, Feb. 2 2017

by Ben Carlson (Author)

4.8 42 ratings

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Institutional investors spend the majority of their time in search of the Holy Grail of investment alpha, or risk-adjusted market outperformance. The problem is far too many organizations and funds fail to first understand whether or not they have what it takes to earn alpha or whether it even makes sense to try. Organizational alpha, on the other hand, is something every institutional investor and nonprofit can achieve, assuming they focus on what they can control and what matters.

This book will show institutional investors, board members, trustees, consultants and beneficiaries how the concept of organizational alpha can help them:

• Recognize the importance of goals-based investing.

• Think in terms of process over outcomes.

• Understand the fiduciary duty and what constitutes a breach of that duty.

• Know the difference between a governing and managing fiduciary.

• Define their overarching investment philosophy.

• Make sense of the group dynamic at play when making decisions-by-committee.

• Ensure more continuity in their investment program.

• Improve their due diligence and decision-making processes.

• Choose the right consultant or advisor to help oversee their assets.

• Find additional sources of alpha.

• Understand the alternative investment landscape.

• Appreciate the differences between foundations, endowments, and pensions.

• Document their investment process to cut down on unnecessary mistakes.

• Make decisions that revolve around the goals and mission of the organization.

• Set realistic expectations with the understanding that the future is always uncertain.

Written by an institutional investor who has spent his entire career working with a wide range of institutional investors from endowments to foundations to pension plans to family offices and other nonprofits, Organizational Alpha is a manual that provides institutional investors with the tools they need to find success in the markets and as organizations.

Print length

90 pages
Language

English
Publication date

Feb. 2 2017
Dimensions

15.24 x 0.53 x 22.86 cm
ISBN-10

1541043677
ISBN-13

978-1541043671
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Product description

About the Author

Ben Carlson, CFA is the Director of Institutional Asset Management at Ritholtz Wealth Management. He has spent his career working with various nonprofit, institutional and high net worth clients to help them plan and invest their money wisely. He is the author of the book A Wealth of Common Sense: Why Simplicity Trumps Complexity in Any Investment Plan and is the author of the blog, A Wealth of Common Sense.

Product details

Publisher ‏ : ‎ CreateSpace Independent Publishing Platform (Feb. 2 2017)
Language ‏ : ‎ English
Paperback ‏ : ‎ 90 pages
ISBN-10 ‏ : ‎ 1541043677
ISBN-13 ‏ : ‎ 978-1541043671
Item weight ‏ : ‎ 181 g
Dimensions ‏ : ‎ 15.24 x 0.53 x 22.86 cm

Best Sellers Rank: #62,600 in Books (See Top 100 in Books)
- #42 in Investment Portfolio Management

Customer Reviews:
4.8 42 ratings

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Ben Carlson

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Ben Carlson, CFA is the Director of Institutional Asset Management at Ritholtz Wealth Management. He has spent his career working with various nonprofit, institutional and high net worth clients to help them plan and invest their money wisely. He is the author of the book A Wealth of Common Sense: Why Simplicity Trumps Complexity in Any Investment Plan and is the author of the blog, A Wealth of Common Sense.

Customer reviews

4.8 out of 5

42 global ratings

5 star		87%
4 star		10%
3 star		3%
2 star 0% (0%)		0%
1 star 0% (0%)		0%

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Top reviews from other countries

Amazon Customer

Essential reading for the institutional investor

Reviewed in the United Kingdom 🇬🇧 on April 26, 2017

Verified Purchase

Tremendously helpful book with practical content delivered succinctly. As the title suggests, very much focused on providing advice for those involved in institutional investing (whether as advisor, consultant or Client). The book is relatively thin but well worth buying as a practical guide.

DN

A+

Reviewed in India 🇮🇳 on November 2, 2018

Verified Purchase

A+

Charudutt

Simple & Profound

Reviewed in India 🇮🇳 on August 22, 2019

Verified Purchase

Simple & Profound

Jon L.

Extremely Valuable for Institutional Investors

Reviewed in the United States 🇺🇸 on May 14, 2017

Verified Purchase

I did my master's thesis on endowment investing, and I wish this book was around at the time I wrote the paper. This book, alongside both works by David Swensen, is required reading for institutional investors. Here is the link to Swensen's works for you reference:

https://www.amazon.com/David-F.-Swensen/e/B001H6NC42

Unlike other works I've read on institutional investing (which simply offer a laundry list of investment strategies without detailing the risks inherent in them or the challenges of implementing them), Carlson spends a lot of time on the "how" of institutional investing. This is not a titillating listing of sexy-sounding investment strategies. Instead, Carlson (much like Swensen) offers valuable wisdom in the tools required for successful institutional investing.

I'm not sure how much more I can say about the caliber of this book. Every institutional investors needs to read this.

3 people found this helpful

R.A.Lewin

Essential reading for being affective in an institutional Fiduciary role!

Reviewed in the United States 🇺🇸 on August 12, 2019

Verified Purchase

This book is concise, pithy, and richly insightful for those involved in fiduciary oversight of other people's money. It should be required background reading for anyone stepping into an institutional asset management role, but also makes a wonderful discussion framework for board retreats and workshops. It makes Fiduciaries acutely aware of what can and cannot be controlled, and outlines a protocol and process for doing so, which will increase your effectiveness and oversight as a Fiduciary. An essential practical bookshelf reference for Trustees of any vintage that's worth reading again and again.

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Organizational Alpha: How to Add Value in Institutional Asset Management Paperback – Illustrated, Feb. 2 2017

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Ben Carlson

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