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Generate Better Returns From Your Asset Selection

Generate Better Returns From Your Asset Selection

by Richard Waddington | Aug 5, 2022 | Portfolio Construction, Risk Management

We have often described how Sherpa Funds Technology helps Portfolio Managers generate better returns from their asset selection and convictions, and we have gone into some detail about how we do this, and what the Sherpa process involves. So now let’s look at the...
A Center Book Can Help Your Organization

A Center Book Can Help Your Organization

by Steven Quimby | Jul 13, 2022 | Asset Management, Portfolio Construction, Process Alpha

Have You Considered Running a Center Book? Multi-manager and multi-analyst fund management organizations generate a huge amount of asset selection information with the potential to add alpha to the firm, but few truly maximize the value of that information in the...
You can’t improve what you can’t see – Communicating Portfolio Construction

You can’t improve what you can’t see – Communicating Portfolio Construction

by Richard Waddington | May 18, 2022 | Asset Management, Portfolio Construction, Position Sizing, Risk Management, Stocks

Portfolio Managers need to balance many competing objectives and constraints while expressing their views across a large number of assets. This is a complex problem and it is hard to find a way of showing that the solution (the invested portfolio) meets these...
Why Portfolio Construction Matters 

Why Portfolio Construction Matters 

by Steven Quimby | Apr 11, 2022 | Portfolio Construction, Process Alpha

Do You Understand Why Portfolio Construction Matters? Traders often say the right idea at the wrong time is as bad as the wrong idea. Similarly, a poorly constructed portfolio of good ideas can destroy most, or even all, of the alpha in a PM’s stock selection. Despite...
Front Office Asset Management Requires 2 Distinct Skills

Front Office Asset Management Requires 2 Distinct Skills

by Richard Waddington | Feb 11, 2022 | Portfolio Construction

In the world of Asset Management, the Portfolio Manager is King. I write ‘King’ as it remains a profession dominated by men: according to Morningstar, 86% of portfolio managers in 2021 were men, a proportion that has remained unchanged for 20 years.   This blog is not...
Know Your Factor Risk Bets

Know Your Factor Risk Bets

by Steven Quimby | Jun 23, 2021 | Portfolio Construction, Process Alpha, Risk Management

Know Your Factor Risk Bets Summary: Residual factor risk is a critical consideration in the portfolio construction process. The reversal of long-standing factor trends in 2020 and 2021 have underlined the importance of Knowing Your Factor Bets. Factor shocks can...
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Recent Posts

  • Generate Better Returns From Your Asset Selection
  • A Center Book Can Help Your Organization
  • You can’t improve what you can’t see – Communicating Portfolio Construction
  • Why Portfolio Construction Matters 
  • Front Office Asset Management Requires 2 Distinct Skills

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