You need to know as much as you can to make the right decisions. You’ve spoken to managers and heard the pitches, but now you need to understand performance drivers, gauge risks, and evaluate future prospects. You want to know how funds might perform during periods of stress or how they might have performed historically prior to their inceptions. And it’s crucial for you to know how they’ll combine with the rest of your portfolio. Unfortunately, it’s been extraordinarily difficult to gather all of that from short and infrequently reported track records.
Until now. Our Fund Insights service investigates a return series of your choosing, using our proprietary modeling techniques to identify the factors driving its performance. We can provide you with a very deep understanding of its risks and benefits. And we can do it blindly, if you’d prefer, without knowing the name of the fund or the amount you have invested.
We perform a battery of analyses, including:
Our service can answer critical questions for you regardless of where you are in your investment process. Use it before investing to quickly evaluate managers before committing resources to a much more expensive and time consuming physical due diligence effort. Or use it after investing to determine whether a fund continues to merit a place in your portfolio.