alpha

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.

Uncorrelated Alpha – a market-neutral, hedge fund-of-funds investment strategy

[The goal of a market-neutral investment strategy is to preserve portfolio value while delivering sustainable growth that is uncorrelated to the market.

A Performance Management Partner for Investment Managers

[Professional investment management has always been challenged to validate and rank investment ideas, develop rule-based risk management, and design, test, and execute advanced investment strategies in their portfolio management and optimizati