Observations from the Past

Nigel Edward Morecroft

Chapter 9 in The Origins of Asset Management from 1700 to 1960, 2017, pp 309-328 from Palgrave Macmillan

Abstract: Abstract From 1700 to 1960 in Britain, the people and institutions in this book shaped the asset management profession and demonstrated how asset management could operate effectively, practically and accessibly for insurance companies, pooled funds, pension funds and endowments. By 1960, these early British investors created an asset management profession with strong foundations and firm values. Important lessons can be learned from this formative period for asset management about portfolio construction, time-horizons, benchmarks, organisational culture, stewardship and social usefulness.

Keywords: Pension Fund; Investment Strategy; Asset Management; Asset Allocation; Asset Class (search for similar items in EconPapers)
Date: 2017
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Persistent link: https://EconPapers.repec.org/RePEc:pal:psitcp:978-3-319-51850-3_9

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DOI: 10.1007/978-3-319-51850-3_9

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