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May 21, 2021

ETFs: a case for “look-through” data in risk management and beyond

For more than 25 years, exchange-traded funds (ETFs) have transformed the global investment landscape. Born out of US equity market efficiency assumptions and computer advancements, these low-cost investment vehicles are found today in many institutional portfolios. Investors use ETF products well beyond original US equity bounds. These liquid beta instruments seek to replicate performances of international equity indices, commodity indicators and selected fixed-income universes. Considering the continuous growth in assets allocated to ETFs—ESG-tilted ones in particular—this blog looks at some analytics consequences on institutional investors’ asset allocation and risk management processes.

Jan 10, 2019

Using model platforms to fuel scale and growth in your advisory business

The use of model marketplaces for portfolio management has exploded in recent years. Global investment management corporation, BlackRock, estimates that there is around $2.7 trillion invested across all types of investment models.

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