skip to main content
Close Icon

In order to deliver a personalized, responsive service and to improve the site, we remember and store information about how you use it. This is done using simple text files called cookies which sit on your computer. By continuing to use this site and access its features, you are consenting to our use of cookies. To find out more about the way Informa uses cookies please go to our Cookie Policy page.

Global Search Configuration

Refine Results

Clear All

Show More

Resources

Show More

Products

Show More

Show More

Specialism

Show More

4 Total results for product and free and sample content found

Zephyr, EPFR

Passive Investments: Far from Perfect

By Ryan Nauman 17 May 2017

Over the past few years the investment management paradigm has shifted. An increasing number of retail investors have incorporated passively managed investments in their portfolios. Investment management firms have responded by adding new and exotic passive investments to their product lineups. However, passive investments are not immune to risk, and to some investors, the risk they are most concerned with is downside risk.

Topic Industry News Risk Asset Allocation Returns Based Style Analysis

PSN Enterprise, Zephyr

Inflation - Risks and Opportunities

By Ryan Nauman 21 Apr 2017

The consensus among economists is that inflation will increase to north of two percent in 2017, which would mark the first time since prior to the Credit Crisis that we’ve experienced consecutive years of inflation above two percent. We examine how financial professionals can use different asset classes to help position client portfolios to guard against inflation as well as contribute to total returns. We also list some of the top performing strategies from the PSN Global Manager Neighborhood database for each asset class during years of inflation over two percent.

Topic Industry News US Presidential Election Risk Changing Rate Environment

IGM FX and Rates, IGM Credit, EPFR

Italian Referendum Risk

By Marcus Dewsnap 23 Nov 2016

The 4 December Italian Constitutional Referendum provides the next opportunity to stick a thumb in the eye of 'the Establishment'. Ironically, PM Renzi was originally chosen because he did not represent the perceived vested interest.

Topic Changing Rate Environment Risk

Zephyr

A Closer Examination of Drawdown Risk

By Ryan Nauman 18 Aug 2016

In conjuction with this article on the Drawdown Risk statistic, we have added a new downside risk template to Zephyr StyleADVSIOR's template library.  

Topic Risk