Portfolio Performance | Forward Look | United States | Home
Portfolio Performance | Forward Look | United States | Home
Description: forward look maximizes portfolio performance by minimizing implementation shortfalls due to investment operations
portfolio (17432) performance (6765) investment (6155) alpha (677) implementation (443) returns (155) shortfall (5)
We supply analytic frameworks that enable asset managers to identify, track and pre-empt shifting sources of portfolio implementation shortfalls. The analytics help retain anywhere from 50-250 basis points of alpha inherent in an investment strategy.
forward look's research focuses on the deep structure of securities and cash transactions. Our objectives are to better understand the sources and management of portfolio implementation shortfalls, and their impacts on strategy-specific investment returns.
Our most recent research publication (in the Feb 2021 edition of the Journal of Investing) extends our suite of operational observations and insights on the impact of operational workflows on excess returns. The initial paper was published in the Fall 2011 edition of the Journal of Investing .
Portfolio Performance | Forward Look | United States | Home
Portfolio Performance | Forward Look | United States | Home