Skip to main content

Main menu

  • Home
  • Current Issue
  • Past Issues
  • Videos
  • Submit an article
  • More
    • About JOI
    • Editorial Board
    • Published Ahead of Print (PAP)
  • IPR Logo
  • About Us
  • Journals
  • Publish
  • Advertise
  • Videos
  • Webinars
  • More
    • Awards
    • Article Licensing
    • Academic Use
  • Follow IIJ on LinkedIn
  • Follow IIJ on Twitter

User menu

  • Sample our Content
  • Request a Demo
  • Log in

Search

  • ADVANCED SEARCH: Discover more content by journal, author or time frame
The Journal of Investing
  • IPR Logo
  • About Us
  • Journals
  • Publish
  • Advertise
  • Videos
  • Webinars
  • More
    • Awards
    • Article Licensing
    • Academic Use
  • Sample our Content
  • Request a Demo
  • Log in
The Journal of Investing

The Journal of Investing

ADVANCED SEARCH: Discover more content by journal, author or time frame

  • Home
  • Current Issue
  • Past Issues
  • Videos
  • Submit an article
  • More
    • About JOI
    • Editorial Board
    • Published Ahead of Print (PAP)
  • Follow IIJ on LinkedIn
  • Follow IIJ on Twitter

Investment Philosophy and Manager Evaluation, Again

John R. Minahan and Thusith I. Mahanama
The Journal of Investing Spring 2017, 26 (1) 26-32; DOI: https://doi.org/10.3905/joi.2017.26.1.026
John R. Minahan
is an independent consultant in Dorchester, MA.
  • Find this author on Google Scholar
  • Find this author on PubMed
  • Search for this author on this site
  • For correspondence: jminahan@mit.edu
Thusith I. Mahanama
is chief executive officer of Assette in Boston, MA.
  • Find this author on Google Scholar
  • Find this author on PubMed
  • Search for this author on this site
  • For correspondence: thusith.mahanama@assette.com
  • Article
  • Info & Metrics
  • PDF (Subscribers Only)
Loading

Click to login and read the full article.

Don’t have access? Click here to request a demo 

Alternatively, Call a member of the team to discuss membership options
US and Overseas: +1 646-931-9045
UK: 0207 139 1600

Abstract

Investing involves making decisions about a future that is sufficiently uncertain that we are never quite sure if we are making the best decision. As investment professionals, we may have an abundance of data and bring the best training and skill to bear on a problem and still not know the best course of action. Given this, we must fall back on systems of belief—investment philosophies, if you will—to frame our decisions. Organizations, too, have systems of investment belief, which are closely linked to an organization’s culture. For an organization with a strong investing culture, the organization’s investment philosophy is an integral part of all major functions of the firm, including investing, human resources, and communication. Most investment philosophies start out as the unarticulated or semi-articulated vision of a firm’s founder. Sooner or later, most investment philosophies encounter a need to be articulated, cultivated, extended, focused, or updated, and to be incorporated into, or merged with, an organization’s culture. Philosophies also benefit from ongoing field testing as they are used in practice. This suggests that both firms and individual professionals can benefit from being deliberate in how they develop, articulate, and curate their investment philosophies.

TOPICS: Portfolio management/multi-asset allocation, portfolio construction

  • © 2017 Pageant Media Ltd
View Full Text

Don’t have access? Click here to request a demo

Alternatively, Call a member of the team to discuss membership options

US and Overseas: +1 646-931-9045

UK: 0207 139 1600

Log in using your username and password

Forgot your user name or password?
PreviousNext
Back to top

Explore our content to discover more relevant research

  • By topic
  • Across journals
  • From the experts
  • Monthly highlights
  • Special collections

In this issue

The Journal of Investing: 26 (1)
The Journal of Investing
Vol. 26, Issue 1
Spring 2017
  • Table of Contents
  • Index by author
Print
Download PDF
Article Alerts
Sign In to Email Alerts with your Email Address
Email Article

Thank you for your interest in spreading the word on The Journal of Investing.

NOTE: We only request your email address so that the person you are recommending the page to knows that you wanted them to see it, and that it is not junk mail. We do not capture any email address.

Enter multiple addresses on separate lines or separate them with commas.
Investment Philosophy and Manager Evaluation, Again
(Your Name) has sent you a message from The Journal of Investing
(Your Name) thought you would like to see the The Journal of Investing web site.
CAPTCHA
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.
Citation Tools
Investment Philosophy and Manager Evaluation, Again
John R. Minahan, Thusith I. Mahanama
The Journal of Investing Feb 2017, 26 (1) 26-32; DOI: 10.3905/joi.2017.26.1.026

Citation Manager Formats

  • BibTeX
  • Bookends
  • EasyBib
  • EndNote (tagged)
  • EndNote 8 (xml)
  • Medlars
  • Mendeley
  • Papers
  • RefWorks Tagged
  • Ref Manager
  • RIS
  • Zotero
Save To My Folders
Share
Investment Philosophy and Manager Evaluation, Again
John R. Minahan, Thusith I. Mahanama
The Journal of Investing Feb 2017, 26 (1) 26-32; DOI: 10.3905/joi.2017.26.1.026
del.icio.us logo Digg logo Reddit logo Twitter logo Facebook logo Google logo LinkedIn logo Mendeley logo
Tweet Widget Facebook Like LinkedIn logo

Jump to section

  • Article
    • Abstract
    • SUMMARY OF AND COMMENTS ON MINAHAN [2006]
    • ORGANIZATIONAL CULTURE AND INVESTMENT PHILOSOPHY
    • THE ROLE OF INVESTMENT PHILOSOPHY STATEMENTS IN EVAULATING INVESTMENT MANAGERS
    • FIVE MISUNDERSTANDINGS ABOUT INVESTMENT PHILOSOPHY
    • CONCLUSION
    • REFERENCES
  • Info & Metrics
  • PDF (Subscribers Only)
  • PDF (Subscribers Only)

Similar Articles

Cited By...

  • No citing articles found.
  • Google Scholar
LONDON
One London Wall, London, EC2Y 5EA
United Kingdom
+44 207 139 1600
 
NEW YORK
41 Madison Avenue, New York, NY 10010
USA
+1 646 931 9045
pm-research@pageantmedia.com
 

Stay Connected

  • Follow IIJ on LinkedIn
  • Follow IIJ on Twitter

MORE FROM PMR

  • Home
  • Awards
  • Investment Guides
  • Videos
  • About PMR

INFORMATION FOR

  • Academics
  • Agents
  • Authors
  • Content Usage Terms

GET INVOLVED

  • Advertise
  • Publish
  • Article Licensing
  • Contact Us
  • Subscribe Now
  • Log In
  • Update your profile
  • Give us your feedback

© 2022 Pageant Media Ltd | All Rights Reserved | ISSN: 1068-0896 | E-ISSN: 2168-8613

  • Site Map
  • Terms & Conditions
  • Cookies
  • Privacy Policy