Manager Research 2021

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In a series of videos with client firms, we’re exploring the longer-term impact of COVID on Manager Research Teams and their due diligence processes. In Manager Research 2021, Gene Goldman, CIO and Director of Research at Cetera Financial Group and Mussie Kidane, Managing Director and Head of Fund and Manager Selection at Pictet Group, share views on the changes they have made as a result of the pandemic.


Manager Research Teams have quickly adopted to digital communications. In-person meetings with asset managers are unlikely to go back to pre-pandemic levels, particularly with asset managers where due diligence analysts have long-standing investments. Interactions with asset managers’ sales teams will change and new managers are going to find it much more difficult to get in front of prospect Manager Research Teams.

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