Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Time to align investment horizons

  •   9 March 2018
  •      
  •   

Carol Geremia, President, MFS Institutional Advisors Inc

– A misalignment between investors and their asset managers could be causing them to forfeit the full value of active management.

– The disconnect is most evident through mismatched investment time horizons, where investors expecting alpha (ie outperformance) over increasingly short time periods don’t invest through a full market cycle, often leaving alpha on the table.

– Correcting the misalignment by helping investors define long-term objectives and more effectively assess and measure active skill could result in better investment outcomes.

  •   9 March 2018
  •      
  •   

 

Leave a Comment:

banner

Sponsors

© 2025 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.