The Art and Science of Manager Termination

Deciding when and why to terminate an investment manager is one of the most difficult judgments that fiduciaries must make. Understanding the reasons for exiting a strategy, and the time and costs involved in terminating a manager, can help investors avoid common mistakes. 

This edition of our Fiduciary Insights series, The Art and Science of Manager Termination, explores typical mistakes made in firing managers and outlines Strategic’s approach to manager termination.