Unlock Insights and Make Informed Decisions with Investment Research | Maximize Returns
Investment research and portfolio analysis plays an unmatched role in shaping informed investment decisions. It serves as a cornerstone for investment banking firms and individuals alike, as it provides crucial insights and analysis on various financial assets and markets. Investment research and investment comparisons allow investors to broaden their horizons beyond domestic boundaries, identifying opportunities and managing risks in markets. In particular, fixed income research helps investors comprehend the intricacies of bond markets, aiding them in constructing balanced portfolios and achieving stable returns. Behind this wealth of information are research analysts, whose expertise and diligence drive the generation of valuable reports and recommendations, enabling investors to navigate the complexities of the financial landscape with confidence and foresight. Read more on how to successfully utilize an investment research tool below.
Did Active SMAs Beat Their Passive Counterparts During Q2?
With the lower volatility and strong equity market performance during the first part of the year it’s a good time to look at how actively managed separately managed accounts (SMAs) fared against their passively managed counterparts during the quarter.
Passive Managers Outpace Active Managers During the First Quarter
Despite the growing concerns and uncertainties, the S&P 500 index posted a +7.50% return during the quarter, which corresponds to the fall in volatility. With the lower volatility and strong equity market performance, let’s take a look at how actively managed mutual funds fared against their passively managed counterparts during the quarter.
Investors Sleep Better and Win More Games with Consistent Base Hits
During long bull markets, most portfolio managers have appealing investment performance, so it’s important to peel away the layers and dissect the performance into smaller periods to uncover trends or periods of underperformance, which may expose a manager who doesn’t fare well during market downturns, and one that takes large bets which sometimes pay off and sometimes do not.
The Growing Space of Alternatives Provide Investors With Benefits
Alternative investments can provide multiple benefits to all types of investors regardless of the market or monetary cycle. Alternatives can also provide enhanced portfolio diversification, which can help soften the blow in case of a market correction.
Investors Applaud the End Of Hiking Cycles
The Fed’s actions and words have been driving market performance since the peak of the pandemic and that is likely to continue. While traders are forecasting no changes to interest rates during the June FOMC meeting, traders are beginning to place bets on two more rate hikes this year (July and September) as economic data stabilizes. This uncertainty regarding future monetary policies makes it important for financial advisors to focus on creating diversified investment portfolios that align with their client’s risk tolerances and investment objectives.
Debt Ceiling Standoff: Unprecedented Uncertainty
Unless you have been living on a remote island with no access to the outside world, which sounds pretty fantastic right now, you have probably heard or read about the ongoing debt ceiling standoff that has taken over Washington.
Zephyr Investment Research FAQ's
Learn more about Zephyr's comprehensive investment research tools.
What is qualitative investment research?
Qualitative investment research assesses non-performance data, centering on People, Process, and Philosophy. This analysis includes criteria such as Assets Under Management (AUM), years in business, firm ownership, manager tenure, security selection approach, buy/sell discipline and product track record.
What tools can be used for investment research?
Zephyr Financial Solutions offers a range of tools for investment research, including qualitative and quantitative analysis, asset allocation models, risk assessment, portfolio proposal generation, Monte Carlo simulation and customized reporting. These tools enable financial professionals to conduct thorough research and make well-informed decisions tailored to their clients' needs.
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