alpha

An Integrated Public/Private Portfolio Analytics Framework for Wealth Managers

[The adoption of alternative investment options inside client portfolios has been driven by greater accessibility and the search for higher returns, better diversification, and enhanced risk mitigation.

The Search for New Age Alpha - Avoiding the Losers

[Sometimes the search for alpha and risk management takes us on interesting journeys.

Going Beyond Active and Passive Investment Thinking

[Most investors, even many professionals, run from volatility or build walls to protect from it, seeing it as a major form of risk.

Enhancing Market Intelligence and Calling Market Reversals

[With the current global disruption in the markets, there is a growing call for enhanced market intelligence and heightened attention to price trend analysis.

The Current Tailwinds and Rip Currents Underlying Today’s Stock Prices

[With growing uncertainty, markets are under pressure rapidly rotating through new opportunities and risks that seemingly are emerging almost weekly.

Vertical Integration as a Private Real Estate Investment Advantage

[A rare but distinctive business structure crafted by certain investment management firms warrants further exploration - the “vertically integrated” business model.

Ensemble Active Management – Capturing Active Manager Alpha

[The “active” versus “passive” investment debate has raged for decades fueled by performance comparison reports like SPIVA,

The Need for Better Market Intelligence for Active Equity Managers

[Our guest article explores the perennial challenge of active managers in capturing alpha and beating their benchmarks and passive performance.

Winning the Asset Management Performance Challenge

[An active equity investment strategy can deliver superior returns but outperforming their benchmarks on a consistent basis is not easy as proven by the year-end

Strategically Expanding Active Management Research Tools

[Navigating the equity markets’ confusing environment of increasing Volatility, Uncertainty, Complexity, and Ambiguity is immensely challenging for investment managers.