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...
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...
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...
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...
