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FactSet Insight

News and commentary from our desk to yours.

Why Choosing the Right Objective Function Matters: How to Achieve Maximum Information Ratio with Portfolio Optimization

March 27, 2024
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In this article we explore the complex hurdles that active portfolio managers encounter and how portfolio optimization is a...

By Georgi Mitov  |  Risk, Performance, and Reporting

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Blog Posts

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March 27, 2024

Why Choosing the Right Objective Function Matters: How to Achieve Maximum Information Ratio with Portfolio Optimization

In this article we explore the complex hurdles that active portfolio managers encounter and how portfolio optimization is a...

By Georgi Mitov  |  Risk, Performance, and Reporting

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March 20, 2024

How to Select a Portfolio Optimizer that Supports Your Investment Priorities

Whether you are a systematic asset manager, an asset owner, or a wealth manager, a portfolio optimizer is a powerful tool to...

By Nicholas Edwards  |  Risk, Performance, and Reporting

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February 23, 2024

Key Considerations for Stress Testing with Climate Risk Data

Stress tests have become an integral part of risk management in the last decade. They are now required in bank and investment...

By Kristina Bratanova-Cvetanova  |  Risk, Performance, and Reporting

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January 24, 2024

Do Stock and Bond Markets Become More Volatile Around US Presidential Elections?

In the year of a US presidential election, questions about implications for financial markets come to the fore among investors....

By Kristina Bratanova-Cvetanova  |  Risk, Performance, and Reporting

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October 16, 2023

Portfolio Stress Testing Amid Middle East Conflict

Given the potential for expanded geopolitical uncertainty in the Middle East, it may be relevant to conduct portfolio stress...

By Kristina Bratanova-Cvetanova  |  Risk, Performance, and Reporting

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October 9, 2023

Should You Consider Expanding Your Standard Portfolio Risk Analyses with Carbon and Climate Data?

Regulatory frameworks for environmental and sustainability factors continue to evolve—particularly in Europe. As a result, some...

By Kristina Bratanova-Cvetanova  |  Risk, Performance, and Reporting

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Market Synopsis

Via FactSet StreetAccount

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September 20, 2023

Backtesting Equity Signals to a Fixed Income Universe

The expanding importance and liquidity of fixed-income markets has coincided with more interest in systematic strategies for...

By FactSet Insight  |  Risk, Performance, and Reporting

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August 2, 2023

The Foundation of Compelling Performance Stories: A Single Source of Truth, Accurate Data, and Robust Datasets

Printing a total return number raises questions about what drove performance, opening avenues for thoughtful analysis and...

By FactSet Insight  |  Risk, Performance, and Reporting

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May 18, 2023

Portfolio Stress Testing the US Debt Ceiling: Today Vs. 2011

In times of market uncertainty with the potential for a shock, stress testing is a powerful tool to assess portfolio resilience...

By FactSet Insight  |  Risk, Performance, and Reporting

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May 11, 2023

Stress Testing the Market’s Expectations for a Soft Economic Landing

Using the data below, we’re working with clients to help them understand how their portfolios might shape up if this hiking cycle...

By FactSet Insight  |  Risk, Performance, and Reporting

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April 13, 2023

Maximizing Alpha in Stressful Environments

Throughout history we have observed that in rising interest rate environments, cyclicals tend to lose while defensives tend to...

By Vanessa Pinto  |  Risk, Performance, and Reporting

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April 12, 2023

Reducing the Cost of Implementation in Goal-Based Investing With an Integrated Multi-Period Approach

In this article, we explore a relatively new approach to goal-based investing (GBI). The premise is that instead of building a...

By Todor Bilarev  |  Risk, Performance, and Reporting

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The information contained in this article is not investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this article.