How good of a stock picker are you really? Is Value Investing truly dead? Can you identify potential blind spots in your portfolio? Join my Bloomberg colleagues Adam Ali, Viktor Jönsson and Yuriko Obayashi this coming Tuesday to find out how Bloomberg's Factor models can assist you with this quest. #factorinvesting https://lnkd.in/ek7V4XAc
Benoit Louis’ Post
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Founder & Chief Vision Officer, The Edge Group | Spinoff and Special Situation Equity Research | TEDx, Speaker | Forbes Senior Contributor | Unlocking Stock Market Insights & Trends
Discover how to evaluate leadership, governance, alignment with shareholder interests, risk management, and succession planning to make informed investment decisions that go beyond financial metrics. My latest for Barchart #InvestmentInsights #BusinessEvaluation #LeadershipAnalysis #GovernanceMatters #ShareholderAlignment #RiskManagement #SuccessionPlanning #InformedInvesting #BeyondFinancialMetrics #SmartInvestor https://lnkd.in/eZJeRQdg
Evaluating Company Management: Leveraging Leadership for Better Returns
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While large asset owners are confident their portfolios are resilient to market, regulatory and environmental risks, they've taken steps over the past 12 months to reposition their portfolios. Andrew McDougall offers insights on adjustments they're making to fixed income duration and the liquidity profile of portfolios. #investing #markets
Large Asset Owner Barometer 2023
mercer.com
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While large asset owners are confident their portfolios are resilient to market, regulatory and environmental risks, they've taken steps over the past 12 months to reposition their portfolios. Andrew McDougall offers insights on adjustments they're making to fixed income duration and the liquidity profile of portfolios. #investing #markets
Large Asset Owner Barometer 2023
mercer.com
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While large asset owners are confident their portfolios are resilient to market, regulatory and environmental risks, they've taken steps over the past 12 months to reposition their portfolios. Andrew McDougall offers insights on adjustments they're making to fixed income duration and the liquidity profile of portfolios. #investing #markets
Large Asset Owner Barometer 2023
mercer.com
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Helping employers solve complex healthcare issues utilizing creative strategies, unique solutions, and innovative ideas
While large asset owners are confident their portfolios are resilient to market, regulatory and environmental risks, they've taken steps over the past 12 months to reposition their portfolios. Andrew McDougall offers insights on adjustments they're making to fixed income duration and the liquidity profile of portfolios. #investing #markets
Large Asset Owner Barometer 2023
mercer.com
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While large asset owners are confident their portfolios are resilient to market, regulatory and environmental risks, they've taken steps over the past 12 months to reposition their portfolios. Andrew McDougall offers insights on adjustments they're making to fixed income duration and the liquidity profile of portfolios. #investing #markets
Large Asset Owner Barometer 2023
mercer.com
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While large asset owners are confident their portfolios are resilient to market, regulatory and environmental risks, they've taken steps over the past 12 months to reposition their portfolios. Andrew McDougall offers insights on adjustments they're making to fixed income duration and the liquidity profile of portfolios. #investing #markets
Large Asset Owner Barometer 2023
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When we build portfolios we often make decisions related to policy risk, and active risk. I think we probably think these things through even if we are not specifically identifying these terms. Policy risk, also known as strategic risk, refers to the risk inherent in the long-term asset allocation decisions of a portfolio. This involves how investments are distributed across major asset classes like equities, fixed income, and cash. This is where I think we should spend the majority of our time. This is a long-term focus and is driven by asset allocation. A lot of this is our attempt to diversify systematic risks and set up our portfolios for long-term success. Active risk (aka - Tracking Error) happens when portfolio managers make active decisions that deviate from their benchmarks in an attempt to add alpha. This is where they try to capture non-systematic risks that may be specific to certain securities they are buying or selling. I think naming these risks is important to help create better portfolios. Having an understanding of your long-term focus will lead to better decision-making and diversification. #InvestmentManagement #PortfolioManagement #RiskManagement
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While large asset owners are confident their portfolios are resilient to market, regulatory and environmental risks, they've taken steps over the past 12 months to reposition their portfolios. Andrew McDougall offers insights on adjustments they're making to fixed income duration and the liquidity profile of portfolios. #investing #markets
Large Asset Owner Barometer 2023
mercer.com
To view or add a comment, sign in
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While large asset owners are confident their portfolios are resilient to market, regulatory and environmental risks, they've taken steps over the past 12 months to reposition their portfolios. Andrew McDougall offers insights on adjustments they're making to fixed income duration and the liquidity profile of portfolios. #investing #markets
Large Asset Owner Barometer 2023
mercer.com
To view or add a comment, sign in