Case Studies and Best Practices
Case Studies and Best Practices | March 30, 2022
Video: Hiring Managers: How SFERS differentiates managers using style factors
Are managers making the right projections—do funds have the right factor exposures? At San Francisco Employees’ Retirement System (SFERS), they perform peer comparisons and use intuitive visualizations to present analyses on both quantitative and fundamental managers. See how.
Case Studies and Best Practices | March 28, 2022
Case Study: Portfolio Analytics and Reporting: Superior Capabilities and World-class Service
Client reporting needs are unique and often complex– varying by institutional plan type, but always requiring robust portfolio analytics and performance calculations. According to Canterbury Consulting, it is important to have the broad range of data sets, ability to customize, and superior services and support to deliver custom client reporting on institutional assets. This is why it relies on Investment Metrics for over a decade.
Case Studies and Best Practices | March 18, 2022
White Paper: Factor Investing Primer
Investors are drawn to factor investing because of its above market risk-adjusted returns, quantitative nature, and reliance on fundamental financial data. But what exactly is factor investing? This white paper breaks down the basics behind the strategy to uncover how and why the approach works.
Case Studies and Best Practices | March 9, 2022
Use Case: DeltaZoom™ Fund of Funds for Asset Managers
What caused a style drift change in a multi-fund pooled investment? Factor change analysis within a fund of funds has been near impossible – until now. See exactly how sub-fund trading decisions affect factor exposures in a multi-manager’s fund of funds. Learn more in this real-world example.
Case Studies and Best Practices | February 22, 2022
Article: Best Practices for Analyzing Fund of Funds (FOF) Factor Changes
Factor change analysis within a fund of funds has been nearly impossible—until now. A new approach enables asset owners to pinpoint the causes of exposure changes down to the sub-fund level. Read the best practices in fund of funds analysis.
Case Studies and Best Practices | February 2, 2022
Use Case: DeltaZoom™ Fund of Funds for Asset Owners
An asset owner noticed factor exposure changes in a fund of funds. How can they quickly find out which particular sub-funds have caused the changes so that they can take corrective actions? Our new, first-of-its-kind tool, makes it possible to answer instantly. Learn more in this real-world example.
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.