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 | 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 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 2, 2019 | Portfolio Construction, Process Alpha
To build the perfect portfolio, answer these 4 questions It’s fair to say that good Portfolio Managers earn their keep. Building an investment portfolio is a rigorous process that involves research, knowledge and diligence, as well as good instincts and strong...
