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Article: Best Practices for Analyzing Fund of Funds (FOF) Factor Changes

by ivm_wpadmin | Feb 22, 2022

How to instantly and accurately gain insights on FOF and sub-fund trading decisions Factor change analysis has become the best practice for identifying relevant shifts in style exposures and their causes. Compared to manual spreadsheet methods, automated tools save a...

Use Case: DeltaZoom™ Fund of Funds for Asset Owners

by ivm_wpadmin | Feb 2, 2022

Use Case: DeltaZoom™ Fund of Funds for Wealth Managers

by ivm_wpadmin | Jan 19, 2022

Video: How DeltaZoom Identifies Causes of Factor Exposure Changes

by ivm_wpadmin | Dec 22, 2021

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:

Video: How SEI Analyzes Alpha Sources in an Investment Strategy

by ivm_wpadmin | Dec 7, 2021

Hear why Jason Collins, Global Head of Equity Portfolio Management at SEI, relies on factors when analyzing alpha sources.
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