Modeling Portfolio Risk Amid Market Uncertainty
As market uncertainties elevate—a trend for the foreseeable future—it’s important to have a good understanding of your portfolio...
Ambition and Caution: A Comparison of Buyout and Venture Returns from 1998-2021
Given the wild drawdown in 2022, we analyzed where seasick institutional investors could bolster the stability of their...
The “Problem” with the Climate Change Problem
Long-term investors will need to adopt next-generation strategic asset allocation practices to successfully play their part in a...
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...
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...
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...
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...
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.
How “Skill” is Missing From Performance Discussions
Identifying managers likely to outperform going forward remains a challenging endeavor for institutional and retail investors.
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...
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...
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...
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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.