Performance Measurement & Evaluation
How accurate are the short- and long-term realized inflation forecasts of consumers and economists?
With various performance metrics to choose among, might fund managers be tempted to cherry-pick those that reflect most favorably on their performance?
Most investment products simply provide exposure to the stock market in complicated wrappers.
How much correlation is there between consumer and business sentiment metrics and market returns?
Retirement, like life, is fundamentally uncertain. That's why we need to provide clients with more context about what missing their retirement-income goals might look like.
What correlations should we trust? Those based on daily or monthly return data?
Not all traditional investment management techniques are applicable to digital assets, but sector breakdowns, DCF models, and risk factor modeling are solid starting points.
Do local COVID-19 case counts have any correlation with local stock returns?
Economic value of equity (EVE) can help determine how well a company can weather interest rate hikes.
How can investors price NAV valuations and efficiently transfer their eventual risk?