Fee compression in asset management is a hot button subject, and something we’ve written about. One only need to look at the wave of capital flight from active to passive…
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Taxable clients and prospects of Epsilon often ask about the taxable nature of our investment strategies and the viability of adding systematic tax loss harvesting to them. Before we dive…
Principal-Agent (PA) problems have persisted for quite some time. In investing, the dynamic between principal (LP) and agent (GP) has seen a change in sentiment in the last 10 years. …
We’ve been told by colleagues that this is a curious primary objective for a new asset management firm, versus something more direct like performance and market analysis. That bewilderment only…
Consistent performance is perhaps as coveted as outperformance. Consistency puts fears to rest and provides flexibility. But consistency is hard to come by, especially when outperformance is the intent, and…