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Factor Performance Analysis

During the third quarter of 2023, global equity markets lost the momentum that had propelled markets earlier in the year as it grappled with substantial challenges including rising geopolitical tensions in Ukraine and Israel as well as continued inflationary pressures on the global economy. The MSCI ACWI, while still showing a year-to-date gain of over […]

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 […]

5 ways to win RFPs

Asset owners frequently depend on formal RFPs for manager selection. They seek independent validation of your investment approach and a user-friendly method for visualizing your fund’s performance and risk. When it comes to showcasing your Investment Process, be it Fundamental or Quantitative, including your Portfolio Characteristics, here are five methods to illustrate why your fund […]

3 questions to set your active US SCG distribution strategy

To maximize your team’s selling efficiency, you need to know who your best buyers are and how to price your product. Ask yourself these 3 questions to ensure you’re pursuing the most profitable opportunities for your US SCG fund and providing the most attractive solution. Download 3 questions to set your active US SCG distribution […]