Optimize investment impact with Qontigo’s innovative index, analytics and risk solutions

May 18, 2022 | 10am U.S. EDT / 3pm U.K. BST

The ability to analyze risk and performance across a broad portfolio of equities, fixed income, FX and commodities is critical for firms managing complex multi-asset class (MAC) investment products.

Wednesday, May 25, 2022

Sean Smith and Axel Lomholt will discuss index trends and product innovations at the Derivatives Forum Frankfurt 2022.

Join the Qontigo Applied Research Team for a review of Q1 2022 and an analysis of the key drivers of market volatility during that period. In this webinar, we will decompose the sources of risk that affected markets in the previous quarter to uncover insights on their impact on portfolios and discuss ways investors can use this information in their investment process. We will also look at cross-asset class risk and identify any changes in major relationships by risk type which could affect multi-asset class portfolios. Finally, we will review the state of investor sentiment using Qontigo’s ROOF Scores to assess the likelihood of near-term market movements.

This quarter, we will put special focus on the impact the situation in Ukraine has had on equity markets. A representative from Eurex will join us to discuss how global derivatives markets have reacted.

April 26, 2022

Macro-economic risks are larger than they appear in the factor risk lens

Fundamental managers often make stock selections and weighting decisions based on an economic outlook. Factor-based managers, in contrast, are more likely to follow a purely bottom-up approach, where the goal of the process is to maximize exposure to one or more styles. Yet they often end up with significant economic exposures as a result of the correlation between style factor and economic variables. In this session, we will use a macroeconomic model to evaluate exposures for style-based portfolios, as well as illustrate how fundamental managers can ensure their top-down views are reflected in their portfolios.

May 17-19, 2022

Qontigo are sponsoring this years virtual event where over three days, Alpha Summit GLOBAL will deliver the one-of-kind experience that only CFA Institute can—with content sessions focusing on the investment industry’s biggest challenges and most compelling trends. Unique access to industry luminaries and thought leaders will provide insights on five main themes. This dynamic experience will connect you with the content you need to know, as – together – we set our vision on shaping the future of our profession – our industry – our lives.

April 18-20, 2022

Qontigo are sponsoring this years Pension Bridge Annual event where top investment experts will share their influential insights on how to invest for outperformance while positioning defensively.