Case Studies and Best Practices
Case Studies and Best Practices | January 25, 2022
Video: Factor-Driven Performance Insights: Lessons from the SFERS Board Presentation
Anna Langs, Managing Director for San Francisco Employees' Retirement System, shares the data and slides she uses to explain investment risks, performance and asset management objectives to the board.
Case Studies and Best Practices | January 19, 2022
Use Case: DeltaZoom™ Fund of Funds for Wealth Managers
See exactly how your sub fund trading decisions affect factor exposures in your Fund of Funds. Learn more in this real-world example.
Case Studies and Best Practices | January 9, 2022
Article: Inside the SFERS Board Use of Factors, Risk and Performance
Leading plan sponsors are using factor insights to explain investment risks, performance and asset management objectives to their board. Get an up-close look at the data top firms use to tell their story.
Case Studies and Best Practices | December 22, 2021
Video: How DeltaZoom Identifies Causes of Factor Exposure Changes
When style drift occurs, investors want to know why. Hear how fund manager Polar Capital pinpoints the causes of change instantly in this 90-second video.
Case Studies and Best Practices | December 8, 2021
Video: What Quilter Cheviot Looks for in Asset Managers
Nick Wood, CFA, Head of Fund Research at Quilter Cheviot describes how asset managers can articulate their edge. Hear what his firm is looking for.
Case Studies and Best Practices | December 7, 2021
Video: How SEI Analyzes Alpha Sources in an Investment Strategy
Hear why Jason Collins, Global Head of Equity Portfolio Management at SEI, relies on factors when analyzing alpha sources.
Case Studies and Best Practices | December 1, 2021
Case Study: Portfolio Analytics and Reporting – Scale and Efficiency with Straight-through Reporting
Read how one investment consulting firm eliminated the time and manual effort spent generating reports—so they could spend more time servicing investors with insights that matter.
Case Studies and Best Practices | November 23, 2021
Video: How SEI Uses Factors to Perform Manager Due Diligence
Portfolios are only as good as the people who manage them. That’s why Jason Collins, Global Head of Equity Portfolio Management for SEI, relies on factor analysis to gain insight into a manager’s strategy. Hear how Jason benefits from using factors to perform manager due diligence.