Why Q-Sort?

Investment managers, their clients, and consultants all devote a significant effort to describing their investment culture, which most believe to be an essential contributor to their long-term success. Until now, measuring culture (as opposed to merely describing it) has been very difficult. The Q-Sort may solve this problem.

So why spend the time and effort on a Q-Sort?

For investment managers: a valuable tool for assessing and improving the decision-making culture. This includes self-assessment and analysis, peer group benchmarking, and the opportunity to provide clients and consultants with more quantitative evidence of the firm’s culture.

For clients and consultants: a competitive advantage in manager selection. This includes additional insight into the manager culture and peer group comparisons, as well as quantitative contrasts between the self-perceptions of the managers, those of other investment professionals, and your own input.