Getting behind the track record
Our quantitative analysis builds on performance assessments, managers' reports and subjective appraisals.

The analysis opens up the investment process in a way that is consistent with how managers actually behave.
By delving deeper than anyone else in the industry we:
• pinpoint a manager’s strengths and weaknesses
• reveal that vital connection between skill and performance

Putting managers under the microscope
The Inalytics approach examines fund managers’ behaviours and how these affect alpha generation when they time decisions and construct portfolios.
Our extensive research has shown that managers are prone to typical, yet avoidable, investment biases that destroy alpha.

We have identified that between 100 and 300 basis points are lost each year through:
• poor selling
• lack of focus on the underweighted stocks in the portfolio

Yet these very same managers are successful when buying stocks and selecting which stocks to overweight. Ultimately locating these sources of alpha, both positive and negative, is key to understanding a manager’s investment 'DNA'.

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