Waters Wavelength

Episode 258: Treating the buy side’s fever

Informações:

Synopsis

Andrea Gentilini, head of SEI Novus, joins Wei-Shen on the podcast. Together, they talk about using the term ‘target operating model’, and how the buy side should use data to evaluate managers’ skillsets better. 3:00 – Andrea joins the podcast and gives an overview of his career and how he landed at SEI Novus. 6:30 – He gives an analogy about how asset allocators and managers only treat their fever symptoms. 10:00 – They talk about how asset allocators want more context from their data and how technology can help. 16:00 – Then, they get into the target operating model. What does it mean, and why is it needed? 18:00 – Sometimes, the problem is the infinite investment horizon. 21:00 – How do asset managers approach the Tom now, especially when looking to incorporate new technologies? 26:00 – Why don’t allocators, and asset managers use behavioral analysis tools more?