Yulia Slavina

Michael Green: Funding challenges for single managers outside index inclusion

Michael Green: Funding challenges for single managers outside index inclusion
Funding obstacles for single managers

Michael Green, chief strategist and portfolio manager at Simplify Asset Management, raises questions about how single managers can secure funding if they are not part of an index.

He notes that inclusion in indexes is typically dependent on external funding to single managers, creating challenges for those not already within the index framework.

Green has previously analyzed how rising interest rates affect the speed at which borrowed funds are deployed, noting faster fund movement in such environments in earlier commentary. He has also evaluated future-focused strategies that prioritize investment in companies already dominating the market, as detailed in a previous article. These observations form part of his ongoing consideration of market access and investment selection.

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