Core Risk Strategy Moves for Asset Owners and Managers
In FactSet’s latest research with Forbes Insights, we investigated how prepared investment managers were for a pandemic on the...
Leverage, Risk, and Return in Europe: An Analysis of the Last 20 Years
While our analysis shows that greater leverage has been correlated with higher levels of risk over the last 20 years, European...
Advanced technologies and data strategies are creating transformative opportunities to reduce operating costs and sharpen...
Looking Back at Market Environment Factor Research in 2020
In rapidly changing markets, leveraging any static factor strategy throughout is unlikely to perform well. A strategy must adapt...
Pandemic Prompts Buy-Side Rethink on Stress Tests and Risk Integration
Asset managers and owners are deploying novel bank-quality modeling and alternative datasets as they take aim at risk-informed...
The Value of Local Factors When Evaluating Portfolios
Using a country/regional risk model may lead to better evaluation of a portfolio as the factors are more representative of the...
Liquidity Risk Management: Going Beyond “Tick-the-Box” Compliance
Managing liquidity risk should not be seen as just a “tick-the-box” exercise but rather should form a regular part of a fund’s...
How is Data Governance Changing the Face of Asset Management?
FactSet’s Dean McIntyre, Director of Strategy for Front Office Solutions, discusses the issues surrounding data governance in...
Choosing a Benchmark Data Provider [INFOGRAPHIC]
To determine the right benchmark provider for fixed income and multi-asset class markets, review these key themes and essential...
Learning from the Tail—Understanding Market Risk from COVID-19
We take a closer look at understanding the tail-risk manifested from the current market upset with case studies on the Canadian...
GIPS 2020: The Challenges and Benefits of Compliance
GIPS reporting standards have become a de facto business practice expanding to the wealth management and asset owner space.
Gain an overview of approaches to building scenarios and stress tests based on FactSet data, Portfolio Analytics suite, and risk...
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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.