Alex Roth, CFP®’s Post

While machines might one day fully automate portions of the investment process, many aspects of investment manager research require deliberate attention to human-centric ingredients. See how Moneta approaches the qualitative human aspects believed to be explanatory and repeatable in producing successful investment outcomes. https://bit.ly/3VcTtno

Manager Due Diligence:  It’s Not All in the Numbers

Manager Due Diligence:  It’s Not All in the Numbers

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