Pitching to investors can be an unnerving process even for sales professionals. No one wants to be in the position of needing someone to buy in, literally, to what they are selling, in order to stay alive in business. Yet for most fund managers, this is exactly what is required of the pitching effort: no convincing, no capital, and soon, no fund. Regardless of investment specifics, potential pitch mishaps exist which cause investors to lose interest and focus. Knowing the issues that trigger investor ennui or ultimately turn off an individual and taking a proactive approach to combating them can help managers position their pitch more favorably

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Fund Managers and Asset Allocators are challenged with viewing risk from two, but not necessarily opposite, perspectives.  Asset owners are tasked with keeping funding promises to beneficiaries over long-periods of time. Years of depressed interest rates have made achieving the allocators’ return targets much more difficult.  Fund managers seek to deliver attractive risk/reward performance and compete to raise and retain assets.  While both the fund managers and asset allocators have strong incentives to balance risk and reward, the stakes of this delicate dance can become more challenging at the tail end of an old bull market that is exhibiting rising volatility.  Structured thinking about risk within a framework that is grounded in reality, humility and skepticism could be very helpful to both sides

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