We can help your firm remain competitive by helping fund managers and CIO’s effectively understand and improve even the best of investment processes.

Typical problems encountered

A lack of objective measures of skill, and a consistent and objective framework for analyzing results, has meant that it is very difficult for CIOs to:

• review, and build on, the strengths and weaknesses of the process behind the results
• identify whether managers are exhibiting common and avoidable behavioural biases
• reward managers fairly and impartially on the basis of their skill and performance

How we can help

Our service is to provide quantitative and objective analyses of the decisions that drive track records. These reduce noise, eliminate opinion and reveal the real drivers of alpha, enabling you to:

• understand and assess past performance in a structured and consistent framework
• ask the right questions during review meetings so as to be able to offer guidance and leadership
• easily compare a manager's investment skill to that of others in your Firm and to benchmark them against the wider Asset Management industry

This is achieved through our focus on the facts by shifting the focus away from volatile and unreliable track records to the forensics of analyzing each decision to see if: the buys and stocks owned or overweights did well and the sells and stocks not owned or underweighted did badly.

This way we eliminate opinion and conjecture and replace them with evidence and rigour.

How the service works

We provide an outsourced service, not a software package. You or your managers are requested to provide holdings and trade data for a representative portfolio. These data feeds are most usually taken directly from the custodian. However, we may also work with spreadsheet generated data.

The results are summarized in readily understandable graphical forms through both a web portal and a printed report. Inalytics is also able to provide you with our thoughts on the data, drawing on our experience as ex-fund managers and knowledge of the principles of behavioural finance.

Find out more
Please email us at info@inalytics.com if you would like any further information about how we can help you develop your investment skills and processes.

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