by ivm_wpadmin | Jun 10, 2020
Building or rebalancing a mutual fund portfolio can be a daunting task without an efficient analytical tool to help with the research. It can also be very time consuming. How do you assess if two or more funds have too much of an overlap in holdings or strategies? How...
by ivm_wpadmin | Jun 10, 2020
Crowded trades, susceptible to high volatility, result in risks often overlooked by investors. Crowded trades happen when multiple market participants trade the same securities or while employing similar strategies. While this can drive the price of a stock up during...
by ivm_wpadmin | Jun 9, 2020
In today’s turbulent markets, more than ever, asset managers need to validate their investment processes by using advanced data and analytics. The alternative, for most asset managers, is to risk irrelevance in the eyes of their investors and fall toward the...
by ivm_wpadmin | Jun 9, 2020
Researching potential managers and conducting due diligence can be complex, time-consuming and taxing. Collecting data into a usable database is a costly and time-consuming prerequisite, and only once there can you begin the process of calculating attributes of...
by ivm_wpadmin | Jun 8, 2020
Asset Managers compete in a tight arena – some investment strategies are crowded with other active managers, some are filled with passive investments and others have competitors who appear similar but really are not. Surveying the manager landscape and...
