The Importance of Regional Styles
For example, Value companies in Australia and Value companies in the U.S. should not be expected to behave the same.
In Risk Management, Fear Is a Step to Investment Wisdom
Fears are the manifestations of those uncertainties and risks that we fail to evaluate well and which we cannot monitor or...
Manager style drift is very important to monitor on both sides of the fence, whether you are an institutional investor or an...
Network Risk: The Unseen Aspect of Portfolio Risk
Widespread effects imply a common driver of volatility, how does one capitalize on it?
Three Ways to Ensure You’re Using Futures Effectively in a Passive Portfolio
Wherever possible we want to attribute the impact of futures to the manager’s intended purpose and the elements within the...
For Those Watching, Sentiment Data Warned of Facebook Woes
With the help of sentiment data, savvy investors may have avoided Facebook’s nearly 18% price drop between March 16 and 27 of...
Bringing Risk Modeling into the Modern Era
The benefit of choosing meaningful factors for risk modeling is largely diminished if these factors are not modeled properly.
Using Performance Analysis to Inform Ex-Ante Risk
With active management of market factors, the portfolio composition changes over the risk horizon, and changes the expected...
The Performance Team Reshaped [Infographic]
Performance measurement is at a critical juncture, how should HOPs face the challenge?
Client Reporting: How Much Information Is Too Much?
Asset managers are occasionally guilty of overwhelming clients with too much data where they don’t need it and not enough where...
Key Traits of Successful Portfolio Managers
Desirable attributes included clear investing philosophy and willingness to remain flexible as opportunities arise.
Dealing with Data Overload in the Performance Workflow
Yet another challenge for the performance team is the management of data, the volume of which has increased dramatically in...
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