Questions to Ask About Transaction Costs and Slippage Assumptions
Excerpt: Key questions to evaluate transaction costs and slippage assumptions. Meta Description: Explore essential questions for assessing transaction costs and slippage assumptions to improve trading strategy accuracy and risk management.
Capacity and Liquidity: Ensuring the Strategy Scales Across Client Accounts
**Excerpt:** Optimizing capacity and liquidity to scale strategies effectively. **Meta Description:** Explore how managing capacity and liquidity ensures investment strategies scale efficiently across diverse client accounts for sustained growth and stability.
Market Impact Basics for Smaller and Larger Allocation Sizes
**Excerpt:** Understanding market impact for small and large trades. **Meta Description:** Explore how market impact varies with trade size and strategies to optimize execution for both smaller and larger allocation sizes in 2025-2030.
Derivatives Policy: Approvals, Disclosures, and Risk Controls for RIAs
Excerpt: Derivatives Policy: Ensuring Approvals, Disclosures, and Risk Controls for RIAs Meta Description: Explore how RIAs can implement robust derivatives policies focusing on approvals, disclosures, and risk controls to protect clients and comply with regulations.
Daily Risk Monitoring: What to Track and How Often
Title: Daily Risk Monitoring: Key Metrics and Optimal Frequencies Meta Description: Discover essential daily risk metrics to track and recommended monitoring frequencies to enhance proactive risk management and decision-making.
Why “Low Vol” Can Still Draw Down: Setting Expectations Correctly
Excerpt: Why low volatility strategies still face potential drawdowns. Meta Description: Explore why low volatility investing can experience drawdowns and learn how setting realistic expectations is crucial for long-term success.
Performance Reporting for Systematic Sleeves: What to Include (and exclude)
Title: Performance Reporting for Systematic Sleeves: Key Inclusions and Exclusions Meta Description: Discover essential elements and common pitfalls in performance reporting for systematic sleeves to enhance transparency and accuracy in 2025-2030.
Attribution for Trading Strategies: Explaining Returns Without Overfitting
**Excerpt:** Attribution methods reveal true trading returns, avoiding overfitting. **Meta Description:** Explore robust attribution techniques that clarify trading strategy returns while minimizing overfitting risks, ensuring sustainable investment insights.
Defining KPIs: hit rate, payoff ratio, turnover, and exposure
Excerpt: Defining KPIs: hit rate, payoff ratio, turnover, and exposure explained. Meta description: Explore key performance indicators like hit rate, payoff ratio, turnover, and exposure to optimize decision-making and improve financial outcomes.
How to Present Turnover and Tax Implications to HNW Clients
Excerpt: Effective strategies for presenting turnover and tax impacts to HNW clients. Meta Description: Explore best practices for communicating turnover figures and tax implications to high-net-worth clients, ensuring clarity and informed financial decisions.
Tax-Aware Implementation of Systematic Signals in Taxable Portfolios
**Excerpt:** Optimizing systematic signals for tax efficiency in portfolios. **Meta Description:** Explore strategies for tax-aware implementation of systematic investment signals in taxable portfolios, enhancing after-tax returns from 2025-2030.
Model Risk: Identifying, Measuring, and Managing It in Systematic Investing
Excerpt: Model risk in systematic investing: identification, measurement, and management. Meta description: Explore how systematic investors can identify, measure, and manage model risk to enhance portfolio resilience and ensure robust decision-making.