Changes in asset values cause portfolio allocations to deviate from their strategic target weights and expose the portfolio to unintended tactical risk.
A short-selling option overlay improves portfolio rebalancing by reducing this tactical equity exposure and adding alpha.
Read the complete white paper at the link beneath Related Links
5G, Internet of Things (IoT), AI, and blockchain are disrupting every industry and driving digital adoption. Companies that mine alternative data and use emerging technologies to spot hidden or unmet demand will be the winners.
Join CFA Institute and leaders of the investment management industry to explore the changes investment organizations and professionals are likely to make as they reassess the context of careers, the content of work, and the culture of organizations.
This report draws on extensive CFA Institute field research to highlight how investment organizations can put themselves on a path to successful AI and big data adoption. Developing cross-functional T-shaped teams, has enabled investment organizations to successfully adopt AI and big data.
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