Several factors, including Equity and some of the equity styles, reversed course last week in what was another volatile period for markets.
Given we are in truly unprecedented times, we decided to test the accuracy of two Venn analyses: Scenario Analysis and Venncast. How reliable are these analyses for Venn's subscribers?
With the current state of affairs, many colleagues, including Venn users, have to work from home. While it may not be ideal for some people, there are ways to stay productive, and we wanted to highlight how Venn can help you to remain as productive as possible while working remotely.
Coronavirus has taken the world by surprise, leaving us concerned on multiple levels, starting first and foremost with the health of those affected. Gauging its economic and market impact is also an important concern for investors, and Venn might be able to help. We want to highlight 3 ways in which Venn can help you assess the impact of the coronavirus on your investments and/or portfolio.
Factor analysis can help investors confirm that a fund’s underlying risk exposures align with its stated style or approach. We did this exercise on a large scale, analyzing funds within four Morningstar mutual fund categories. We found that a number of them appeared to have unexpected factor exposures on Venn relative to their category.
After receiving your last few managers’ returns for 2019, many of you may now be finalizing year-end board materials, preparing for annual manager reviews and revisiting your portfolio’s allocation. By updating your latest returns, portfolio lineup, and capital market assumptions, Venn can assist with many of these exercises and help you plan for the year ahead. Let’s walk through them together.