Being able to credibly claim attribution to one’s track record is a topic of importance for both first time or spin-out fund managers and more established firms. In a prior article we provided you with a framework for selecting, by means of attribution scoring, which investments to include within a track record.
This article expands on this topic by discussing some important additional considerations when undertaking a track record attribution scoring exercise. Sticking with the theme of the prior article, they can be seen as some of the key steps to follow in the recipe. Bon appetite!
MJ Hudson works with clients in the fields of law, international administration, fund management, investment advisory, and IR and marketing, across both alternative and traditional asset classes.Gresham House Strategic PLC (LON:GHS) has a 1.3% ownership of MJ Hudson as of June 2018.