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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...
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...
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...
The Risk Quality Graph

The Risk Quality Graph

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...

Generate Process Alpha


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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