by Steven Quimby | Feb 21, 2024 | Portfolio Construction, Process Alpha, Risk Management
A Better Way to Look at Portfolios Summary: Fund managers lack quality tools to visualize their portfolio and understand its key drivers. Sherpa Funds Tech created the Risk Quality Graph as a tool to help managers understand simplify complex portfolio construction by...
by Steven Quimby | Feb 5, 2024 | Asset Management, ORS Systematic Thematics, Portfolio Construction
ORS Systematic Robotics Portfolio Summary: Systematic portfolio construction techniques can help institutional investors build better thematic investment portfolios. In this example we create a long-only Robotics portfolio using the Sherpa Systematic Process and...
by Steven Quimby | Feb 5, 2024 | Asset Management, ORS Systematic Thematics, Portfolio Construction
Thematic Investing Opportunities Thematic investing strategies continue to grow in popularity, with increasing attention, fund launches and assets under management. In the US, thematic ETFs saw $615mn inflows in Q3 2019 against $756mn in outflows. Singapore, Sherpa’s...
by Steven Quimby | Feb 4, 2024 | Portfolio Construction, Process Alpha
The Right Portfolio Construction Questions Summary: Fund managers can benefit from consistently asking the right questions in their portfolio construction process. A coherent understanding of both how the investment ideas are generated and the desired shape of the...
by Steven Quimby | Oct 24, 2023 | Portfolio Construction, Process Alpha, SFT Updates
Announcing Sherpa’s New Website Sherpa Funds Technology is excited to announce the launch of our updated website at www.sherpafundstech.com. This new site represents one part of our commitment to providing value to global fund management clients over both the web and...
