© 2018 by Hilda Ochoa-Brillembourg

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Cover design by Matchbook Creative, Inc.

Photo credit Ben Hassett Photography

HILDA OCHOA-BRILLEMBOURG, CFA, is the lead founder and chairman of Strategic Investment Group and co-founder of Emerging Markets Management. A Fulbright Fellow and Fulbright Lifetime Achievement awardee, she received a Master of Public Administration from the Kennedy School of Government at Harvard and completed doctoral studies, all but dissertation, in Business Administration in Finance at Harvard Business School. Ochoa-Brillembourg served as Chief Investment Officer at the Pension Investment Division at the World Bank from 1976 to 1987 and continued as a Manager of the World Bank Pension assets until 1995. She is a lifetime member of the Council on Foreign Relations, an American Enterprise Institute National Council Co-Chair, the Committee for Economic Development Board, Harvard’s Kennedy School Dean’s Executive Council and Dean’s Alumni Leadership Council, and was a longtime member of the World Economic Forum. She has served in multiple public company and nonprofit boards, and she is the founder and chairman of the Orchestra of the Americas.

Alpha is often indispensable for meeting both individual and institutional financial objectives.

However, delivering alpha—risk-adjusted returns beyond those of passive benchmarks—is particularly difficult. Macroeconomic, political, and capital market developments have created opportunities, but the current environment is especially challenging. Returns are likely to be lower and incalculable uncertainty higher, so adding value over market indexes is ever more critical to achieving investment goals.
 

For more than three decades, Hilda Ochoa-Brillembourg has delivered alpha, first as chief investment officer of the Pension Investment Division of the World Bank and later as CEO of her own firm. In Delivering Alpha, she examines what she believes are the key contributors to adding value and keeping a competitive advantage over time. She reveals principles and methods designed to improve the ability to add value to portfolios by responding to the changing states of the world.

Delivering Alpha is filled with expert advice as well as insightful lessons drawn from the author’s life. The book will help you:

  • Determine the true value of an investment to your portfolio using the Portfolio Fit Theory

  • Develop a better understanding of what is required to build the right investment policy portfolio

  • Incorporate practical ways to optimize management of each asset class and employvalue-oriented or other opportunistic “tilts”

  • Select and terminate asset managers,including passively managed funds and exchange-traded funds

  • Measure and manage risks more effectively and avoid common mistakes that erode returns

  • Apply a tested approach to developing optimal leadership attributes, governance structures,recruitment, management, and incentives that reward excellence and innovation

 

This is an indispensable resource for any financial professional who wants to learn how to add sustainable value to globally diversified institutional portfolios. 

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Advance Praise

Table of Contents

Preface

Introduction

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