Times of market stress pull at the loose threads of a portfolio. It becomes clear if holdings or a strategy are starting to unravel, making a clear-headed assessment of holdings and the market situation essential. How should institutional investors go about such a review? How should they be reviewing their managers? And when they review their own internal workings, how should they be structuring their own teams?
Elizabeth Bell, co-head of real estate at Hamilton Lane, believes it is important to assemble investment teams with diverse backgrounds, whether that’s on a personal basis in terms of age, gender and race, or a professional basis. Ideally, they also need to represent broad investing experience into real estate across asset classes such as credit, infrastructure and private equity.
“We believe diversity of thought is always important to maximize investment team performance, especially in a transitional market environment like today,” she says. “At a time
