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Workshops
Announcing Axioma Portfolio - Attribution
This webinar has already taken place. A recording is available for download.
Axioma is pleased to present a webinar workshop to familiarize our users with Axioma Portfolio – Attribution, the latest addition to our suite of portfolio construction and analysis tools.
The webinar will be led by Brad Thilges, CFA, and Kristen Donnino, both of Axioma’s Product Development .
Axioma Portfolio – Attribution delivers the two most popular performance attribution models on a single platform. This new release offers a number of valuable benefits and allows you to:
- Match your analysis to your investment style by choosing a returns-based or factor-based approach
- Improve your investment process by identifying key sources of returns on a risk-adjusted basis
- Verify that your sources of return and risk are aligned or reveal the effects of unintended bets
- Separate skill from luck to enhance performance consistency
- Communicate performance results to investors, decision-makers, and stakeholders
- Receive feedback daily on active management decisions
- Use returns decompositions to better position your portfolio during rebalancing
To download the recording of this webinar, click below and complete the brief registration form.
Axioma Product Webinar: Using Constraint Attribution in Axioma Portfolio V6.5
This webinar has already taken place. A recording is available for download.
Are your portfolio constraints working for—or against—you? Join us to learn how Axioma Portfolio 6.5 can help you:
- Identify the constraints that have a significant impact on your portfolio
- Determine which constraints are preventing you from getting the most out of your forecast alphas
- Recognize constraints that actually improve your portfolio returns
- Allocate opportunity costs to constraints
For portfolio managers, understanding the impact of constraints imposed during portfolio construction –and being able to quantify that impact to the asset owners -- is critical. In this webinar, we will demonstrate how Axioma Portfolio 6.5 can be used to measure the effects that individual constraints have on a portfolio, compared with a portfolio dictated exclusively by a trade-off of forecast risks and returns. Whether one refers to such deviations as unrealized alpha, opportunity costs, or implementation inefficiencies, attribution of individual constraints gives portfolio managers deeper insights into—and greater control over—their portfolio construction process.
To download the recording of this webinar, click below and complete the brief registration form.
Axioma offers these webinars free-of-charge to all current users of Axioma Portfolio. You will receive a confirmation email upon completion of the registration form. Registrations are not transferable.
