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Q-Sort Research Findings

In 2004, the InvestmentQ ™ team conducted a study of the organizational decision-making process of a broad sample of the top management teams (TMTs) at 46 investment management firms. The limitations of the size of the sample mean that any conclusions should be regarded as indicative, not definitive. However, this research may be regarded as a first step in raising awareness of the Q-Sort and its availability as a useful tool for the investment industry.

Using the Q-Sort, the Q-Sort Team sought to quantify business management skill (not portfolio management skill), the decision-making environment, and any patterns among distinguishing characteristics (such as assets under management, age of firm, etc.) at managers in the United States and Europe.

Additional Q-Sort Research: Click on the links to open pdf files

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