Overweight positions in Asia have helped propel the firm’s growth portfolio.
Tag: Portfolio Construction
FE Advisory Asia Portfolio review – February 2019
All portfolios continued to move up in February, but slower compared to the previous month.
FE Advisory Asia Portfolio review – January 2019
After negative performance in December and for full year 2018, all three FE portfolios were up in January.
A look inside T Rowe’s Japan fund
Holding positions for five years on average, the T Rowe Price Japanese Equity Fund invests in Japanese companies undergoing transformation, explains Archibald Ciganer, portfolio manager.
FE Advisory Asia Portfolio review – February 2017
This month FSA looks at the growth portfolio, which has increased performance a second consecutive month in 2017. Luke Ng, senior VP of research at FE Advisory Asia, explains why.
Portfolio diversification benefits stop at 40 stocks
As soon as a fund’s portfolio reaches 40 stocks, the benefits of portfolio diversification diminish. Therefore, fund managers should strive to have no more than 40 holdings. That’s the conclusion of a study conducted by Nomura Asset Management.
The complex art of portfolio shaping
Asset managers are dealing with an increasing amount of factors when they construct a portfolio, which raises the chances of error, according to Craig McGee, partner at Sherpa Funds Technology in Singapore.
Portfolio stress test
A team of quants and ex-portfolio managers from Natixis uses institutional tools to provide a free portfolio risk assessment to wealth managers in Asia.
