Tag: Peer Analysis
Standing concentration in Large Blend and Large Growth
In the first piece in this series, we looked at how a single stock temporarily overwhelmed an index until a reconstitution corrected it. Not every benchmark distortion works that way, and in this second article we look at a related but distinct problem for Large Blend and Large Growth: concentration that doesn’t depend on any […]
The benchmark problem: how concentrated markets complicate manager selection
Fund selectors and manager selection teams rarely make allocation decisions on performance alone. Performance sits inside a wider due diligence framework used to assess whether a manager is skilled, their performance repeatable, and ultimately if they’re appropriate for a mandate. To make this assessment, the interpretation of performance is key. Relying only on benchmark-relative returns […]
How OTC data gaps are hiding massive risks and blocking fiduciary duties
Over-the-Counter Securities Without Terms = Risk Without Insight. The second post in a multi-part series on Fixed Income Transparency. Read more about the industry’s data double standard.
Stablecoins: Bridging volatility and stability in the digital asset space
What are Stablecoins? Stablecoins are a specialized type of cryptocurrency designed to maintain a stable value by being pegged to a less volatile reference asset, usually a flat currency like the U.S. dollar (USD), short-term treasuries, or even commodities like gold. Unlike traditional cryptocurrencies that often experience dramatic price fluctuations, stablecoins aim to maintain a […]
From data to decisions: PARis in action
An integrated solution that aggregates, analyses and reports on investment portfolios.
Exploring the relationship of interest rates to value vs growth investment strategies
After the economic turmoil caused by the COVID-19 pandemic, developed economies faced inflation rates reminiscent of the early 1980s. With the United States and the United Kingdom embarking on an unprecedented cycle of interest rate hikes to counter inflation, investors were left wondering about the potential impact on equity markets. Specifically, the question was whether […]