Blog

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…
Liza Stewart
June 10, 2020
Blog

Portfolio Optimization

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…
Liza Stewart
June 10, 2020
Blog

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…
Liza Stewart
June 9, 2020
Blog

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…
Liza Stewart
June 8, 2020