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FactSet Insight

News and commentary from our desk to yours.

Optimal Fixed Income Asset Allocation Over Economic and Monetary Policy Regimes

September 12, 2022
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We focus on FI markets and examine historical market dynamics to uncover evidence for U.S. core fixed income assets...

By Emil Margaritov  |  Risk, Performance, and Reporting

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Blog Posts

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September 12, 2022

Optimal Fixed Income Asset Allocation Over Economic and Monetary Policy Regimes

We focus on FI markets and examine historical market dynamics to uncover evidence for U.S. core fixed income assets...

By Emil Margaritov  |  Risk, Performance, and Reporting

Read more

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August 24, 2022

Multi-Asset Class Portfolio Stress Testing: Best Practices and Future Challenges

Risk and investment professionals must consider various scenarios, using data and technology to assess the likelihood of relevant...

By Ivan Mitov  |  Risk, Performance, and Reporting

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August 4, 2022

What is the Right Risk Measure for Long-Term Investors?

Long-term investors are balancing long-term investment goals and obligations with the need for shorter-term and within-horizon...

By Chen Sui, CFA  |  Risk, Performance, and Reporting

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May 10, 2022

Quantifying Portfolio Managers’ Skills for a More Vibrant Active Equities Industry

FactSet's Michael Ervolini recently spoke with WatersTechnology about how asset owners can gain an enhanced understanding of...

By FactSet Insight  |  Risk, Performance, and Reporting

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April 13, 2022

Measurable Ways for Performance Teams to Add Value in ESG Investing

Managers need to demonstrate how they’re integrating ESG considerations into their investment process.

By James Cardamone  |  Risk, Performance, and Reporting

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April 7, 2022

How “Skill” is Missing From Performance Discussions

Identifying managers likely to outperform going forward remains a challenging endeavor for institutional and retail investors.

By Michael A. Ervolini  |  Risk, Performance, and Reporting

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Market Synopsis

Via FactSet StreetAccount

Drafted by financial analysts, our StreetAccount news service scans a variety of legitimate news sources to offer comprehensive coverage on global economies and markets. Get real-time curated news about the companies, industries, and markets you follow with StreetAccount.

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March 21, 2022

Stepping into Dynamic Asset Allocation

In this article we examine the benefits of dynamic-rebalancing vs. the constant-mix (fixed-mix) approach in strategic asset...

By Chen Sui, CFA  |  Risk, Performance, and Reporting

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February 15, 2022

GIPS 2020: An Update to the GIPS® Standards (Part II)

FactSet has partnered with the CFA Institute and ACA Performance Services to answer questions from the global financial community...

By FactSet Insight  |  Risk, Performance, and Reporting

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January 27, 2022

Are You Incorporating Rebalancing in Your Strategic Asset Allocation Process?

Long-term investors will need to adopt next-generation strategic asset allocation practices to successfully play their part in a...

By Chen Sui, CFA  |  Risk, Performance, and Reporting

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September 30, 2021

Sovereign Credit Risk: The Pandemic Effect in Emerging Markets

We analyzed the relationship between emerging market yields and the fundamental concepts that we believe drive the sovereign...

By Petar Nikolov  |  Risk, Performance, and Reporting

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August 26, 2021

Active Share and Portfolio Concentration – Metrics Not Prescriptions

High active share and greater portfolio concentration constitute what is commonly referred to as “high conviction” investing.

By FactSet Insight  |  Risk, Performance, and Reporting

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August 4, 2021

Tackling Model Drift in a Tax-Aware Portfolio

Constructing and running tax-efficient portfolios has been a growing need in the market over the last several years.

By Daniel Poll  |  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.