by ivm_wpadmin | Jun 12, 2020
The unknown risk is the most dangerous of all because you don’t even see it coming. Investment management is a highly competitive business and the threat of a competitor whispering in your investors’ ears is more than a possibility — it’s a likelihood. That’s why it’s...
by ivm_wpadmin | Jun 12, 2020
Are you overdiversified? Do your funds have high overlap in their investment styles or holdings? Identifying fund consolidation opportunities can deliver more effective asset allocation by helping you clearly track your investments and better diversifying your...
by ivm_wpadmin | Jun 11, 2020
Many investors today have turned to factor investing as a systematic and cost-efficient way to achieve exposure to a particular factor premium, such as Value or Momentum, or to a specific set of custom factors. To achieve their goals, investors need to determine the...
by ivm_wpadmin | Jun 11, 2020
Launching a new fund involves many critical steps to ensure short-term and long-term success. Asset managers rightly focus their time and energy on the strategy, operational structure, capital raising and marketing of the fund, all of which require a...
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...
