Webinar Replays

Peer Groups Pitfalls… And Avoiding Them

By December 13, 2018October 16th, 2020No Comments
Visualize beta, source allocations, & ensure managers are behaving as you would expect

JB & Kirk walk through:

  • Sourcing an equity allocation
  • Comparing two active fixed income managers
  • Using time window analysis & rolling beta

How are you defining your peer group? Research suggests factors can help:

  • Compare strategies against the right peers
  • Ensure managers are behaving as you would expect
  • Visualize beta & correlation behavior over time and in periods of market stress
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