Processes Processes

An investment office is more than the sum of its processes.

By Ken Akoundi and Amit Sinha

If you can’t describe what you are doing as a process,
you don’t know what you’re doing.
- W Edwards Deming

Although 100% of the revenues of an investment office are derived from investing, author and commentator Ben Carlson[1] observed that when investment offices discuss their problems and issues, markets, investments, and asset allocation only play a small part in the conversation. Greater focus is on…