New Research: Summary
- Buying the dip has worked since the GFC
- However, it represents a poor investment strategy
- Max drawdowns of -70% were reached historically
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Product Update:
- AI Document Reader: We are excited to introduce our AI Document Reader, which instantly converts client brokerage statements into portfolios, ready for further analysis on Finominal. It also works for returns from fund fact sheets and unstructured text from emails. Spend less time on processing data and more time on generating insights.
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Have you tried out our Investment & Portfolio Analysis tools?
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Optimize a portfolio of stocks or funds across multiple dimensions, such as Sharpe ratio, risk, yield, or factor exposures. Compare the optimized portfolio against a benchmark.
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Converts client brokerage statements or returns from fund fact sheets into portfolios, ready for further analysis on Finominal.
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A set of 1,000+ indices for countries, sectors, factors (long-short & smart beta), multi-asset portfolios, and private markets. The indices are fully integrated into our analytics platform, enabling quick, easy fund & portfolio benchmarking. They are free to use.
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A curated set of model portfolios designed as building blocks for customization or performance benchmarking. Compare historical and projected returns, risk scores, fees, and other key metrics to find the portfolio that fits your needs.
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Analyze a fund's factor exposures, alpha, risk, diversification potential, and expected returns. Find peers and reduce fees.
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Evaluate portfolio and holding performance and risk, analyze factor exposures, and macroeconomic sensitivity. Reduce fees and simplify the portfolio.
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Upload any portfolio's returns to analyze its performance, factor exposures, alpha, drawdowns, and macroeconomic sensitivity.
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