Moving from Research to Portfolio: Beyond Construction
In part three, we discuss the efforts that go into measuring portfolio performance and the strengths and failings of each.
Quantitative Easing and Macroeconomic Volatility
The ongoing debate on the impact of unconventional monetary policy on financial asset and macroeconomic volatility
Hedge Funds Shuffle IT Holdings in Q1
Facebook was the top purchase by hedge funds in Q1, while Apple was the top sale.
Unpacking the Quirks of DOL’s Fiduciary Rule
The industry has had a chance to process the rules. So what do they mean for new fiduciaries?
Moving from Research to Construction: Evaluating Performance
We discuss mean-variance optimization techniques and how to translate our findings into an investable portfolio.
Bytes Top Bricks as Retailers Release Earnings Reports
The Internet Retail sub-industry reported earnings growth of 143.1%.
Moving from Research to Construction: Stock Selection
If stock selection isn’t the problem, what explains the lack of excess return for active managers?
The Biggest Myths in Net Asset Value
Why “Net Asset Values,” calculated by all mutual funds and ETFs, are not as certain as they seem.
Q2 S&P 500 EPS Estimate Dips Slightly
The Q2 bottom-up EPS estimate dropped by 1.8% in April.
Apple to be Biggest Drag on S&P 500 Tech Sector
Q1 expected to see the first year-over-year decline in iPhone sales.
Activists Knocking on Doors of Big Firms
Activist campaigns against Mega and Large Caps hit a new high in 2015.
Untangling Risks and Relationships with Tradenames
How investors can trace the network of companies, business units, subsidiaries, and brands of large organizations.
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