Case Studies
Peer Group Analysis and Forward-Looking Fund Ratings
A UK FinTech company focused on the asset and wealth management industries asked Parala to help power its fund manager peer group analysis and forward-looking fund ratings for its website using Parala’s AlphaPredictor® investment technology. The relationship was structured as a combination of consulting and investment technology licensing.
A UK FinTech company focused on the asset and wealth management industries asked Parala to help power its fund manager peer group analysis and forward-looking fund ratings for its website using Parala’s AlphaPredictor® investment technology. The relationship was structured as a combination of consulting and investment technology licensing.
- Forward-looking fund ratings within peer groups for 1, 3, 6, 12, 24 and 36-month horizons
- Fund manager skill sensitivities to key economic cycle variables
- Fund exposures to important beta risk factors