Viewpoints by Mike LaMantia, CFA, at Manulife Private Wealth
Michael has over 20 years of experience in the investment management industry working with institutional and retail clients. At Manulife Private Wealth, Michael provides a holistic, goals-based approach to designing solutions for each client’s unique situation to help them manage, grow and preserve their wealth. Leveraging his broad background in the investment management industry, Michael provides a comprehensive understanding of financial markets to help private client families achieve their financial goals. Michael has a Bachelor of Commerce degree from Queen’s University and is a CFA® charterholder. He lives in London and enjoys golfing and spending time with his wife and son.
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Target rate of return and return expectations
This article addresses the target rate of return approach that institutional investors employ and how that target rate of return has been adjusted over the past number of years.
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Investing like the pros
Pensions, endowments, and foundations are examples of institutional investors. There are a couple of significant differences in how institutions invest their assets relative to how retail investors manage theirs.
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