by ivm_wpadmin | Mar 5, 2019
The Problem To provide more value to clients, this asset manager required an independent way to demonstrate value beyond adhering to the investment philosophy. They needed to be able to prove investment skill. It was also a requirement by the investment...
by ivm_wpadmin | Mar 5, 2019
The Problem This fund of funds team was unable to determine if the funds on the buy list were significantly superior to similar sounding investments. They were also unable to sufficiently differentiate funds based on fund strategy – not just performance figures. Using...
by ivm_wpadmin | Mar 5, 2019
The Problem To strengthen the governance of their fund investment process, this asset manager wanted to provide better transparency into what was driving the performance and risk of their funds to clients. They found that the traditional risk tools used were unable to...
