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...
The Growing Necessity for Multi-Asset Class Risk Factor Models
Multi-asset class risk factor models are especially difficult to construct because of the complexity of calculating risks across...
The Changing Shape of Buy-Side Risk Technology
Many of the risk management trends that were already taking shape in the asset management industry have accelerated as a result...
COVID-19 and Multi-Period Optimization
Here we introduce the concept of multi-period optimization and its application for studying portfolio positioning during...
The Forgotten Credit Risk of Convertible Bonds
Convertible bonds, like any corporate bond, are subject to credit spread risk.
Traditional performance analysis techniques such as benchmarking, peer grouping, and Brinson attribution have generally been used...
A Deeper Look at Liability-Driven Investment
As the industry has evolved, specialist groups have emerged across asset managers and consultants, with the goal of actually...
Within APAC, high scores across certain ESG criteria are highly correlated with better performance in specific industries.
Insight Thanksgiving Digest 2019
A selection of stories we're thankful for this 2019 holiday!
Turbulence Adjusted Risk: Applications for Asset Allocation and Selection
The fat-tail approach to modeling market risk can greatly improve processes around risk management and portfolio construction.
Searching for Greener Pastures
For Climate Week Pat Reilly does a deep dive into ESG performance.
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