Trend Following Strategies
Introduction Trend following is one of the alternative investment strategies that has potential to perform in both rising and falling markets, including crises. These strategies utilize a systematic approach where models seek to identify trends in market, with an assumption that the trend will continue (upward moving markets will continue to rally and downward moving […]
Selecting an Investment Manager: Important Considerations
While we shared a brief insight on Investment Managers, this article points out some of the important aspects to consider while making a selection of an Investment Manager When making a selection, Investors must decide what kind of investment manager they need. This depends on what point in the financial planning process they are at. […]
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 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 […]
Systematic Investment – An Introduction
What is systematic investing? Systematic: “Done or acting according to a fixed plan or system”. Systematic investing (aka quantitative investing) is a data driven investment approach which follows a set of pre-defined rules and applies them in an unbiased way on a target universe. Each of the italicized terms tells us about important facets of the approach: a) Data driven: Data is at […]
