Risk Management
US Inflation Tracker
US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.
Portfolio Rebalancing Using Derivatives: Futures Overlays
Research paper explores how synthetic rebalancing using a futures overlay can help manage risk, reduce transaction costs, and minimize taxes.
Are Stocks a Better Value Than Bonds?
Analysis of whether the equity market selloff has improved stock valuations relative to bonds.
The Art – and Science – of Building Better Model Portfolios
As financial professionals are growing more sophisticated in their use of models, they are raising the bar for portfolio providers.
Using Factor Analysis to Build Better Portfolios
Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.
CE Credit: Deep Dive into Model Portfolio Construction
Overviews the range of model portfolio construction methodologies with a focus on their strengths and weaknesses.
A Client-Centric View of Managed Models
Ways clients benefit from managed models, and how best to communicate to clients why you made the shift, are outlined by Gregory V. Kanarian, CFA®.