Case Studies and Best Practices
Case Studies and Best Practices | September 2, 2021
Video: How Factors Play an Important Role in the Investment Process
The use of factors in manager research has become more widespread and popular in recent years. At Aberdeen Standard Investments, factor analysis is an important part of their investment process. In this video, their Senior Portfolio Manager, Justin Jones, shares the two significant findings that matter most.
Case Studies and Best Practices | August 9, 2021
Video: Why factor analysis is gaining adoption
Today’s financial markets run on factors. Firms like Aberdeen Standard rely on factor analysis to build trust with investors. Justin Jones, Senior Portfolio Manager, details how factor insights provide the transparency needed to ensure manager alignment.
Case Studies and Best Practices | August 6, 2021
Article: Focus on DeltaZoom™: How Polar Capital Uses Factor Attribution, Change Analysis and Decomposition
Waseem Ghulam, Chief Risk Officer of Polar Capital spoke at our recent webinar about their use of factor attribution to analyze key drivers of change in their portfolio factor exposures.
Case Studies and Best Practices | August 4, 2021
Customer Testimonial: Vontobel analyzes factor changes with DeltaZoom
Investors want real insights into how their portfolios are managed. See how Vontobel Asset Management simulates the effect of potential transactions to demonstrate how and why portfolios change in real time.
Case Studies and Best Practices | June 22, 2021
Customer Testimonial: Vontobel wins new clients with Style Analytics
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 fund was the right fit.
Case Studies and Best Practices | June 15, 2021
Use Case: Asset Owner Use Case on Momentum – Delve into Why Your Manager’s Portfolio Changed
This real-world example shows how an Asset Owner can use DeltaZoom™ to explore why a manager's portfolio changed.
Case Studies and Best Practices | June 14, 2021
Use Case: Asset Manager Use Case on Growth – Growth Manager Explains his Decisions
This real-world example shows how a Growth Manager can use DeltaZoom™ to shows drivers of a portfolio's change.
Case Studies and Best Practices | June 11, 2021
Video: How do Morgan Stanley and Aon use Factor Analysis in Manager Due Diligence?
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.