by Steven Quimby | Jan 19, 2021 | Portfolio Construction, Process Alpha
SFT’s Candidate Portfolio Analysis Summary: Fund managers often have an incomplete view of the key drivers of P&L in their portfolio. As a result it is difficult to pinpoint what they’re good at and where they can improve. Sherpa Funds Tech created the...
by Steven Quimby | Sep 23, 2020 | Uncategorized
Process Alpha Videos Archive The Sherpa team regularly hosts webinars, seminars and speaks at industry events on portfolio construction topics. You can also find our Process Alpha videos on the Sherpa Funds Tech Process Alpha YouTube channel. Subscribe to our channel...
by Steven Quimby | Feb 21, 2020 | 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, 2020 | 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, 2020 | 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, 2020 | 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, 2019 | 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...
by Richard Waddington | Oct 14, 2019 | Asset Management, Process Alpha
AI, IA and AM: Robots for Asset Managers Everybody has heard about Artificial Intelligence, or A.I. However for asset managers I.A., or Intelligence Augmentation, is far more important. A.I. has long been part of the public consciousness, more due to Sci-Fi than...
by Richard Waddington | Oct 14, 2019 | Asset Management, Portfolio Construction
Art vs Science – Have we progressed since 1959? In 1959, the British scientist and novelist C.P. Snow gave a lecture on how art and science separated people. It caused a huge furor which has continued to this day. Snow argued that people who sat on one side of...
by Richard Waddington | Oct 14, 2019 | Uncategorized
Robo-Advisors, 2/3rds of the way there… It’s 2018, Robo-cop doesn’t yet exist, but Robo-Advisors are very much ‘in’. And it’s not hard to see why. Businesses like US-based Wealthfront and UK-based Nutmeg promise to build anyone a portfolio that suits their risk...
