In this article we explore the benefits of more granular (bottom-up style) analysis in the research and generation of alpha...
A Granular Approach to Alpha Signal Selection and Optimization
In this article we explore the benefits of more granular (bottom-up style) analysis in the research and generation of alpha...
Historical Lessons: How New Tariffs Could Affect Financial Markets
With the possibility of new tariffs, we take a closer look into the possible response of the financial markets and the values of...
Key Considerations for Reporting
The reporting process and corresponding data delivery function plays a key role in every firm’s day-to-day operation. Here are...
A Recent Study Reveals How the Performance Profession is Evolving in 2 Key Aspects
In a recent research study where we spoke to over 300 asset management decision-makers around the world, it is evident there are...
Printing a total return number raises questions about what drove performance, opening avenues for thoughtful analysis and...
We Projected Scenario Index Returns Before the U.S. Election. Were We Close to the Actual Returns?
Leading up to the U.S. presidential election, we projected major asset class index returns for both one week and one month...
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Navigating Portfolio Turnover with Autocorrelation Insights
This article outlines an approach that enhances the dialogue surrounding active portfolio management by presenting a solid...
To provide you with more recent observations while still using the same election outcomes from the past 20 years, our sample...
Stress Testing Investment Strategies With Two Geopolitical Scenarios
We present two broad geopolitical scenarios and discuss how to use them in stress tests to analyze possible impacts on investment...
Navigating the Storm: An Analysis of the Global Financial Market Risk Outlook
Since the downturn of global financial markets on August 5—a so-called Black Monday given the significant losses across major...
Asset Class Analysis and Allocation Implications in Changing Economic Environments
In times where the fight against inflation is still not over and Treasury yields are experiencing elevated volatility from...
Understanding Regime Changes for Robustness in Backtesting
In backtests, understanding how your factor signals perform in various regimes is crucial. The reason is market conditions...
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