How To Measure And Quantify Risk?
Now that we have looked at various kinds of risk here and here, the question arises as to how we can measure or quantify some of them so as to enable us to monitor and manage these risks. There is, however, one key concept that we would like to address before we get there – […]
Lesser-Known Portfolio Risks
We looked at some well-known portfolio risks in our previous note Portfolio Risk, we shall now look at a few of the lesser-known risks and explore what kind of products or securities they might lie in. Correlation risk: When portfolios are created by investors or investment managers, there is generally an inherent assumption made towards […]
Portfolio risks
Ask any investment manager about their key focus areas while managing portfolios and you’re likely to hear risk management as one of the top 3. There are risks in doing pretty much most things in real life and the same applies to the financial world as well. There are risks in keeping money in a […]
Insights on Investment Manager
An investment manager is a person/group of persons or businesses that manage security portfolios for clients based on the client’s defined investment objectives and parameters. The day-to-day buying and selling of securities, portfolio monitoring, transaction settlement, performance assessment, regulatory reporting, and client reporting are all tasks that an investment manager may conduct when managing client […]
Everything you Must Know About Investment Management
Investment management is the maintenance of an investment portfolio or a set of economic assets with the intention of achieving a specific financial goal. It can include purchasing and selling assets, creating medium-term or long-term investment strategies, overseeing a portfolio’s asset allocation, and developing an optimal tax strategy. Portfolio management and asset management are other […]
The Benefits of Systematic Investing
Systematic investing is an investment style that can be used to build an automated portfolio in different conditions. The Systematic investing offers several benefits over conventional discretionary investing because portfolios are generated automatically by adhering to a set of criteria based on data-driven insights and sophisticated computer modelling approaches. Systematic, quantitative, or occasionally algorithmic investing […]
Data Processing and The Data-Edge
In our previous post on datasets Data Considerations In Systematic Strategies, we looked at various kinds of data that can be used as input variables in a systematic strategy. However, anyone who has ever worked with data will testify that getting raw data is one thing and using it is entirely another. Data Processing Data […]
Data Considerations In Systematic Strategies
In our previous post How To Design A Systematic Strategy, we discussed the various elements that go into making a systematic strategy, here we shall look at the data component in a little more detail and try to understand various data sources and the practical aspects we need to be mindful of before using them. […]
How To Design A Systematic Strategy?
Having previously discussed about types of Popular Systematic Strategies, we shall try and address the question of how does one go about actually designing one. Specifically, we shall look at the various elements of a strategy and the considerations within each. Bear in mind that the order of steps listed here is generalized and some […]
Popular Systematic Strategies
While we shared a brief introduction to systematic trading here, this article looks at some of the more popular strategies in the space. While we’ve focused on popular strategies in the Indian context, all the below mentioned styles are prevalent in global markets as well. At the broadest level, most strategies can be classified into one […]
