In investing, the main drivers of risk in institutional portfolios are typically the macro factor risk exposures. While selecting individual securities may add value on the margin, asset allocation generally steers a portfolio over the long-term.
We are delighted to announce the release of the latest version of the Venn platform! Our latest release makes it easier than ever to conduct various analyses on investments and portfolios. We have also improved Venn’s navigation and added a richer factor education section.
This guide shows how Venn can help investors accelerate the overall manager evaluation process by providing analytics that assess whether a manager seems to be in line with its stated objective and style and how a manager can potentially fit in their portfolio.
This guide shows how one can use Venn to conduct four workflows commonly performed in Excel: (1) factor analysis, (2) investment evaluation, (3) portfolio stress testing, and (4) portfolio optimization.