Article: How crowded is your investment style?

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...

Article: Much faster due diligence

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...

Article: Know Your Competition

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...

Article: How fast can you replace a manager?

As difficult as it may be to decide to divest a manager, the next decision – where to reinvest that money – can be an even bigger challenge. Without the right tools, the process to find a replacement manager can be very time consuming; it is an involved process with...