Watch & Learn
Importance of a Trusted Expert in Investing
Trust in this relationship is not established once. It shows up in ordinary conversations over years — in what gets said during a bad quarter, and in what the Investment Manager takes responsibility for.
Yashika Malhotra·Associate Vice President - Investments·11 February 2022
What this covers
This is a personal reflection rather than an explainer. It describes what being trusted with someone's money actually feels like from the other side of the conversation, and the obligation that creates.
The point it lands on is continuity. The relationship is judged over a long period by whether the same standard held when the market was uncomfortable, not by how it began.
Trust is earned in the ordinary conversations, and tested in the difficult ones.
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