Browsing: qualitative factors

Posts Tagged ‘ qualitative factors ’

Culture Eats Sharpe Ratios for Breakfast

Apr 25th, 2021 | Filed under: Due Diligence Process, Newly Added, What about beta?, Risk Metrics and Measurement, The Alts Industry, Risk Management & Operations

By John Bowman, CFA, Senior Managing Director, CAIA Association This article was originally posted on FundFire on March 24, 2021. Alternative fund manager due diligence has an execution problem. The evidence is mounting that investors, managers, and consultants agree the typical fund vetting process overlooks increasingly important qualitative factors thatRead More


The Art of Due Diligence, Part I: The Story Beyond the Numbers

Feb 25th, 2021 | Filed under: Hedge Fund Operations and Risk Management, Due Diligence Process, Newly Added, Operations, Risk Management Strategies & Processes, Hedge Funds, Private Investments, Risk Management & Operations

By Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Content Strategy, CAIA Association and Mark S. Rzepczynski, PhD, Founding Partner and CEO, AMPHI Research and Trading Given the reliance on quantitative analysis in asset allocation, some investors may be tempted to continue with a numerical approach when filling their assetRead More