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 | May 10, 2020
THE SPREAD BETWEEN US MARKET CAPITALIZATION AND BOOK VALUE IS NEAR AN ALL-TIME HIGHA DROP IN BOOK VALUE (TOTAL ASSETS LESS LIABILITIES) IS EXPECTED DUE TO THE ECONOMIC IMPACT OF COVID-19US STOCK MARKET IS OVERVALUED BY THIS MEASURE WHILE OTHER EQUITY MARKETS ARE...
by ivm_wpadmin | Apr 23, 2020
In the first quarter of 2020, the MSCI AC World index was down 21.3%. We have to go back to the fourth quarter of 2008, the heart of the US subprime mortgage crisis, to find as significant of a drawdown over a quarter (-22.3%). Since 2008, investors have only...
by ivm_wpadmin | Mar 17, 2020
Shadow accounting is standard business practice these days. Keeping a second set of financial books and records aims to ensure that a firm’s data, which is managed by an independent, third-party administrator, is accurate and has high integrity. The majority of...
