The complete investment data aggregation, analytics and reporting platform
.png?width=60&height=60&name=DocAI%20icon%20(1).png)
.svg){kind=small}
.svg){kind=small}
.svg){kind=small}
.svg){kind=small}
.jpg?width=800&height=550&name=DocAI-Blog-img_v02.2_800x550%20(1).jpg)
.svg){kind=small}
%20(1).png?width=800&height=550&name=Sesame%20Product%20Release%20Graphics%20(800%20x%20550%20px)%20(1).png)
.png?height=700&name=x%20(1).png)
Watch On Demand
About this session
.png?width=275&height=240&name=Speaker%20headshots%20new%20(1).png)
Michel Meert
European Consulting Leader for E&Fs and FOs
Mercer
Hear from Michel Meert, Mercer's European Consulting Leader for Endowments & Foundations and Family Offices, as he shares his insights on how excellence in investment governance and decision-making can drive returns for family offices.
In this presentation, delivered at the 2024 Landytech Connect Autumn Breakfast Briefing, Michel explores:
-
The role of investment governance - Why a well-structured governance framework is crucial for aligning decisions with objectives, managing risk and enhancing portfolio performance.
-
Key governance models - Different approaches for single-family offices, from in-house investment teams to fully outsourced investment management.
-
Governance challenges - Common pitfalls, including inefficient resource allocation and weak decision-making structures.
-
Case studies - Real-world examples of governance failures and successes
-
Practical steps for robust governance - The importance of documented investment beliefs, clear decision-making roles and balancing in-house management with outsourcing.
×
