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...
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...
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.
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.
Distribution (or Showcasing the Secret Sauce)
Distribution is a series of activities that begins with the recognition that data is an asset from which each firm and user...
The Intersection of Analysis and Governance
Following the sourcing, integration, and quality assurance steps of the governance journey, actual analysis can be conducted.
The world has pivoted to new use cases for standard data and the application of new content sets in the hopes of squeezing alpha...
What Does Data Integration Really Mean?
Following the sourcing, integration, and quality assurance steps of the governance journey, actual analysis can be conducted.
Data governance and distribution remain the building blocks of successful investment processes across firms, locations, and...
Recipes for Building Smarter Strategies
To build and implement a better portfolio in a systematic way that still incorporates your unique perspectives and ideas requires...
The best way to understand what makes FactSet different is to see it for yourself. We've worked with investment professionals for 40 years, so we understand your workflow and know precisely how to help. Talk to us about your challenges, and we’ll help you design the most effective solutions for your firm with everything you need — and not what you don’t.
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.