Portfolio Research, Construction & Governance
We provide independent portfolio design, research, analysis and ongoing governance services, helping regulated firms deliver the highest quality, in-house, centralised investment proposition.
OVERVIEW
Portfolio Considerations
Your client investment proposition is only as strong as your research and analysis capabilities.
Vanquish Analytics can work with you to maximise portfolio efficiencies so as to tailor a suite of portfolios that meets the direct needs of your clients and advisers in the most cost effective way possible, rather than adapting these to the closest third party fit.
Suitability mapping then becomes a simple exercise and client ownership is now complete, as your firm is now providing an end-to-end solution, not just the advice.
OVERVIEW
Macro & Micro
When examining direct equity positions our primary focus is naturally on the micro economic factors influencing corporate positioning, consumer behaviour and their impact of future trends.
Against this we monitor prevailing macro economic conditions and likely directions of travel, examples being anticipated interest rate movements, employment figures, political developments and ultra-universal factors, with the impact of the Covid pandemic being a very recent example.
IMPACT
Alpha & Beta
The Capital Asset Pricing Model considers the relationship between a security's Alpha (the excess return relative to the market volatility) and its Beta (the measurement volatility against the index benchmark).
In general we seek to identify high Alpha and low Beta, though high Beta can be very valuable, particularly in shorter term allocation modelling. Importantly, we recognise that the best way to achieve balance can often be through creating a specific blend of equities where each stock brings a different element of the whole picture to play.
ASSISTANCE
Thematic & Geographic
Core to our portfolio research and analysis is the question of thematic and geographical asset modelling. We consider both approaches in order to capitalise on opportunities as they present themselves on a sector by sector basis (such as technology, consumer staples and others) as well as focusing on regional dominance (such as with market capitalisation and rapidly developing economies).
Very often there is strong overlap (such as with the US), though we consider blind adherence to this to be unsatisfactory.
