Discussing trends in manager selection

The panel discussion started with each of the panellists sharing their thoughts on the one thing fund managers can do better to help fund selectors excel in their job.

Johanna Juujärvi: “I would like to highlight consistency, which is important to us. It starts with your competitive edge. What is the inefficiency that you’re targeting in the market? How does this translate to excess return – and in what kind of risk budget? What are your resources? That’s the consistency and that’s what I look for. It makes life much easier when there is a clear storyline that’s backed by facts.” Ahmed Mohamoud: “I think you’ve answered for me as well. I’ll probably just add that it’s also about the team and how things work. We of course have access