|
The risk
factors on the equity side include Momentum, Growth,
Value etc. and shift, twist, spread etc. on the
fixed income side.
Factor Model with BMOptimizer can be used as a very
powerful portfolio management tool using which fund
managers can build active portfolios. For example, a
portfolio manager may want to tilt his portfolio
towards ‘value’ stocks. This can be provided as an
input to the BrainMatics Optimizer and the optimizer
would construct a portfolio that will use this
intuition while controlling the risk.
Besides, a fund manager can use these tools for
conducting style analysis, active benchmark
creation, mirroring an index, risk-return analysis,
portfolio hedging etc. |
|
Key Benefits |
-
Comprehensible
identification of drivers of risk and
returns
-
Ability to
create customized benchmarks
-
Ability to
implement investment strategies
-
Factor-based
hedging and tilting of portfolio
-
Comprehensive
Style analysis
|
|