Question about fund managers?

Question

As part of my dissertation into social responsible investment, I need to interview fund managers from different fund companies. Is it easy to find fund managers that would assist me in this area of my research?

Answer 1

You have chosen a difficult group to meet with. However, there may be a way to circumvent what will likely be a ton of "no's," which could call into question the unbiased nature of your thesis. There is a marketing event called "The Money Show." You can find references at http://www.moneyshow.com/msc/?scode=

I get requests to go there and I have thought about putting in an educational program there. I have never attended. Many of the people speaking there are connected to the people you need to talk to. Unless you are a remarkable salesperson, I doubt you will reach the voice mail of the people you need to talk to, but in some cases, social investment managers have spoken at these events to raise business for their funds.

Networking is a very powerful tool, cold calling is going to likely result in a very low response rate. Fund families get tons of doctoral and masters students seeking free information.

Finally, there was a good interview about a decade ago in Barron's on the nation's only social investing "non-fund," manager who worked for Prudential at the time. That person's job was to fulfill the ethical restrictions a particular customer placed on their portfolio. For example, one investor felt that AIDS was a punishment by God for promiscuity and that curing or helping AIDS patients was immoral. The job of the fund manager was to make certain that no investment directly or indirectly supported AIDS victims.

Most people do not realize the potential ethical issues created by "social investing." You can contact me via the e-mail through Yahoo! Answers if you need additional help.

Good luck, I suspect you have added to your workload by your thesis choice.

Answer 2

Quite honestly, financial advisors have a hard time trying to get fund managers to meet with them and it's an honor when a fund manager speaks at an event. Based on your educational purposes, you might have different luck, and hopefully it's good luck. Depending on where you live, you might have luck. Most mutual fund portfolio managers work where their company is based, and it's usually in a major metropolitan area. Banks that offer proprietary investments have mutual funds manager that might live in your city. You might have to look online and just start calling mutual fund companies in your area and just climb up the ladder until you find the manager!

Answer 3

Quite easy. Look up the addresses etc of fund management companies in the newspapers. Telephone them, ask to speak to a fund manager and use your charm. (Not many men will say "no" to a pretty girl).

Answer 4

Start with Calvert Funds. Most mutual funds look at anything that gives them exposure as good advertising. If you can't find the phone number of a fund manager to call directly, call the PR department and ask them to arrange it.

Answer 5

you'll have to dig around...........chances are if you live in a major metropolitan city there will be some fund managers in your area.

i would email some - its gonna be tough though

major fund companies are
american funds, fidelity, vangaurd.............and there are hundreds more.

Answer 6

they don't. They pay plenty greater. many do not pay plenty earnings taxes yet they pay a pile of others inclusive of capital helpful properties. some do have dodges like charitable foundations to maintain their sources yet something popping out of those gets taxed. some earnings going into those additionally gets taxed.

Answer 7

only if you are prepared to pay for their time