Investment Management theme

Investment Management

Meeting clients’ needs

The investment profession delivers value by helping clients identify their needs and then allocating capital across the economy by investing in new capital and pricing existing capital.  With such a wide range of investment opportunities, delivering returns, managing risk and maintaining stewardship whilst adhering to policy and regulation is a daily balancing act.

Keep up to date with investment management challenges and opportunities in a competitive environment to ensure efficient capital allocation to meet the financial needs of all stakeholders.
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29.07.25

Estimating future asset returns using unexpected correlations

Traditional investment theory shows you one way of looking at your investments – but David Ranson, Research Fellow, Independent Institute thinks differently.

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01.08.25

Thoughts on social media, tariffs and small companies in investing: Vitaliy Katsenelson, CFA

PART 4: Vitaliy Katsenelson, CFA, CEO, Investment Management Associates answers final questions at the Berkshire Hathaway Annual Meeting 2025.

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16.07.25

An investment perspective on tokenisation

Tokenisation is making its mark on the investment landscape – but how big will its impact be? Watch our joint event with CFA Institute to learn more.

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11.07.25

From dumpster diver to quality value investor: Vitaliy Katsenelson, CFA

PART 1: Vitaliy Katsenelson, CFA, CEO, Investment Management Associates offers his advice for value investors at the Berkshire Hathaway Annual Meeting 2025.