Understanding AUM Reporting: What’s Included and What’s Not
**Excerpt:** Decoding AUM reporting: key inclusions and common exclusions. **Meta Description:** Explore the essentials of AUM reporting, highlighting what assets are counted, what’s excluded, and why accurate measurement matters for investment firms.
Track Record Portability: Can Results Move Across Brokers or Venues?
**Excerpt:** Track record portability: navigating challenges across brokers. **Meta Description:** Explore the complexities of transferring trading results between brokers and venues, and the implications for traders seeking consistent performance recognition.
Composite vs. Single Account Performance: What’s Acceptable?
Composite vs. Single Account Performance: Defining Acceptable Metrics Meta description: Explore key differences between composite and single account performance, and identify acceptable benchmarks for accurate investment evaluation.
Composite Construction Red Flags: How Results Can Be Massaged
**Excerpt:** Composite Construction Red Flags: Identifying Result Manipulation **Meta Description:** Explore common red flags in composite construction and learn how results can be manipulated, impacting project integrity and safety in 2025-2030.
How to Analyze Strategy Capacity Using Order Size and ADV
**Excerpt:** Analyzing strategy capacity through order size and ADV metrics. **Meta Description:** Explore how order size and Average Daily Volume (ADV) help evaluate trading strategy capacity, ensuring optimal performance and risk management.
Why “Proprietary Strategy” Isn’t an Answer to Due Diligence Questions
Excerpt: Proprietary strategy alone fails to fully address due diligence queries. Meta Description: Explore why relying solely on proprietary strategies falls short in answering critical due diligence questions, and what comprehensive approaches are needed.
What an IC Wants to See: Documentation Checklist for Approval
**Excerpt:** Essential documentation ICs seek for smooth approval processes. **Meta Description:** Discover the key documentation ICs require for efficient approval, ensuring clarity, compliance, and streamlined workflows in 2025-2030.
Investment Committee Due Diligence: Evidence Pack Template
Excerpt: Streamlining Investment Committee due diligence with a standardized evidence pack template. Meta Description: Discover how an evidence pack template enhances investment committee due diligence, ensuring thorough, consistent, and efficient decision-making processes.
How to Create a Manager Due Diligence Scorecard for Track Records
**Excerpt:** Evaluating manager track records with a due diligence scorecard. **Meta Description:** Learn how to design a manager due diligence scorecard to objectively assess track records, enhancing investment decisions with data-driven insights.
A RIA’s Playbook for Verifying Alternative Strategy Performance
**Excerpt:** A RIA’s guide to validating alternative investment strategy performance. **Meta Description:** Explore a comprehensive playbook for RIAs to rigorously verify alternative strategy performance, ensuring transparency and client confidence from 2025-2030.
How to Build a Standard Factsheet for a Trading Strategy
Title Excerpt: Essential Steps to Build a Standard Trading Strategy Factsheet Meta Description: Learn how to create a comprehensive factsheet that clearly summarizes key metrics, performance, and risks for any trading strategy, ensuring clarity and consistency.
Repeatability vs. Luck: How to Evaluate Whether Performance Can Persist
**Excerpt:** Evaluating if success stems from skill or luck is key to predicting future performance. **Meta Description:** Explore methods to distinguish repeatable performance from luck, enabling informed predictions of sustained success in competitive environments.