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…

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…

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…

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…

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…

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…

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…

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…