Understanding the Problem - What Are You Good At?

Описание: To get the most value out of what you're good at you have to clearly understand what you're good at.

Understanding the inputs to your portfolio construction problem is the first step in building the best portfolio to express your views. This includes understanding what types of ideas are in the portfolio and how the PM expects them to generate value, as well as objectives and constraints of all portfolio stakeholders.

Every PM has strengths and weaknesses. Some excel at identifying undervalued long-side opportunities while others thrive on short-side ideas. To build a portfolio that best captures the value in their ideas any PM needs to have an understanding of what they're good at.

In the first "Understand the Problem" Process Alpha webinar, the Sherpa team will walk through different lenses PMs can use to analyze their ideas so they can shape their portfolio to best capture the ideas' value. We'll show how PMs can:

... look at easy-to-understand metrics for different types of ideas to understand their strengths and weaknesses.
... separate the impact of asset selection and asset scoring to establish a replicable process for expressing their views.
... design their portfolio to better leverage their strengths and mitigate their weaknesses.

If you want to learn how some of the largest hedge funds, pension funds, sovereign wealth funds and asset managers in the US, Europe and Asia gain valuable insights into their portfolios, head to our blog here:
Front Office Asset Management Requires 2 Distinct Skills
https://sherpafundstech.com/front-off...

Learn more about Sherpa's approach to portfolio construction at www.sherpafundstech.com.