Capturing Different Facets of the Market
As financial markets become increasingly complex due to technological advancements, globalization, and geopolitical and macroeconomic events, traditional risk models alone are no longer sufficient to accurately assess portfolio exposures and sources of risk and return. Thus, it is vitally important to leverage additional models and datasets to bolster the explanatory power of your portfolio. Just as photographers switch lenses to capture different aspects of a scene, modern portfolio managers need various perspectives to fully understand their portfolios. The rise of quantitative strategies, big data analytics, and market complexity means that while traditional fundamental models remain crucial as a foundation, they cannot capture emerging themes, macro trends, or transient market dynamics that significantly impact performance and risk.
In this ebook, you'll learn how to:
- Quickly switch data lenses between different types of risk models and datasets for deeper insights into exposures
- Identify all hidden exposures in your portfolios including emerging themes and macro trends
- Leverage new datasets and analytical tools to gain an edge
- Build a more comprehensive view of your portfolio's exposures
This guide is especially useful for investment professionals looking to understand exposures beyond what a single risk model can provide and easily identify all exposures within their portfolio. Whether you're a portfolio manager, CIO, or risk manager, knowing how to effectively combine multiple analytical perspectives has become crucial in today's markets. Download this ebook today for a practical roadmap for implementing these tools to achieve better portfolio oversight and risk-adjusted returns.
