tjb research specializes in analyzing and helping to improve investment organizations. The work is performed by Tom Brakke, CFA.

The Investment Ecosystem is a new hub for insight into the world of investments. To be informed of developments as the different parts of the site are rolled out (and to receive some interesting readings from elsewhere in the meantime), sign up for the biweekly newsletter. The first offering is an online course, Advanced Due Diligence and Manager Selection, which is based upon the public workshops described here.

Consulting

Information on services provided, types of clients, examples of engagements, and typical arrangements for consulting assignments.

Training

Workshops, presentations, facilitated meetings, and other kinds of training for organizational improvement.

Writing

Links to publications that focus on investment organizations and decision making, including ones specifically created for asset owners and capital allocators.

Speaking

Presentation topics and information about Tom’s speaking engagements.

About

Disclosures

Contact

Questions? Send Tom an email or schedule a call or a Zoom session.