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Customer Testimonial: Vontobel analyzes factor changes with DeltaZoom

by ivm_wpadmin | Aug 4, 2021

With DeltaZoom™, Vontobel Asset Management can spot factor exposure changes in seconds. The tool allows users to instantly: See how market movements, trading decisions and factor changes impact portfoliosCraft a full narrative of every change to a portfolio’s...

Customer Testimonial: Vontobel wins new clients with Style Analytics

by ivm_wpadmin | Jun 22, 2021

See how we helped Vontobel, an active asset manager with a multi-boutique approach, win the mandate after being one of four funds shortlisted by a mid-sized pension fund. By using our Peer Insights and Similyzer tools, they were able to demonstrate why and how their...

Use Case: Asset Owner Use Case on Momentum – Delve into Why Your Manager’s Portfolio Changed

by ivm_wpadmin | Jun 15, 2021

Use Case: Asset Manager Use Case on Growth – Growth Manager Explains his Decisions

by ivm_wpadmin | Jun 14, 2021

Video: How do Morgan Stanley and Aon use Factor Analysis in Manager Due Diligence?

by ivm_wpadmin | Jun 11, 2021

Michael Jabara, Managing Director, Co-head of Global Investment Manager Analysis at Morgan Stanley and Chris Riley, Partner, Head of Global Equity Manager Research at Aon share how factor technology helps their firms with manager evaluation.
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