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These articles should help you get the most out of StyleADVISOR and AllocationADVISOR. For more help in using StyleADVISOR check out the Workbooks and Quick-Tip Video sections of our website.
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- The goal of this project is to illustrate a technique that can be used by StyleADVISOR/AllocationADVISOR users for going through a large database of managers to create superior performing portfolios. This process starts by putting all managers onto a level playing field and finishes by allocating among the finalists to create the “most efficient” portfolios from those determined to be “most skillful.” By using the power of the computer the user is able to quickly search through a database of thousands of managers and discover many that would otherwise have been overlooked using more traditional due diligence research techniques.
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- As many people know, StyleADVISOR is not only a style analysis program; it is also a performance analysis program. This includes the ability for the user to easily create their own custom “peer groups” or “universes” of any size for performance comparisons. This document covers this process step-by-step and also some of the most commonly asked questions about this topic. After reading this, you will be on your way to becoming the “Master of the Universes.”
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- Also presented at our 2001 User's Conference this article looks at how daily data can be used for style and sector monitoring of any manager where daily returns are available.
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- Also presented at our 2001 User's Conference this article looks at the differences in detecting style shifts using daily versus monthly data using a few different Fidelity funds and the Prudential sector indexes as indices.
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