The SPDR Quantitative Research team consists of highly-qualified investment experts who seek to empower clients to gain new insights on their investment portfolios. This is done via our direct Portfolio Consulting service and our Asset Allocation research insights that we publish on a regular basis.
We aim to give clients the support they need to reach their portfolio objectives which is particularly important given the need to navigate increasing complexity, market uncertainty and pressure.
Daniel Ung, CFA, CQF, CAIA, FRM, Head of Quantitative Research & Analysis for EMEA and APAC, explains how our portfolio consulting service can help investors with their asset allocation decisions.
We have partnered with many clients with differing needs and profiles to deliver innovative solutions and insights to help them solve their investment portfolio challenges. Our service is complimentary to both existing and prospective clients. Here are some of the ways we could support you:
Investment Objective Alignment Checks
We can identify the main drivers of return and analyse how your current portfolio may respond in different scenarios by using our state-of-the-art risk models.
Portfolio ESG Assessment
Portfolio ESG Assessment We can assess your portfolio’s ESG profile and carbon footprint
Style and Factor Analysis
We can analyse how your investment choices have an impact on exposure to style and macroeconomic factors (such as value and growth).
Assisting with asset allocation and in constructing new models
Providing solutions-based ideas
We can suggest innovative investment ideas for you to consider with the aim of bringing you closer to your portfolio objectives. This can include replicating certain exposures with ETFs as well as carrying out portfolio efficiency and performance analysis as a starting point. Please see below for some examples.
For Professional Investors Only
All forms of investments carry risks, including the risk of losing all of the invested amount. Such activities may not be suitable for everyone.
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The information provided does not constitute investment advice as such term is defined under the Markets in Financial Instruments Directive (2014/65/EU) or applicable Swiss regulation and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell any investment. It does not take into account any investor's or potential investor’s particular investment objectives, strategies, tax status, risk appetite or investment horizon. If you require investment advice you should consult your tax and financial or other professional advisor.
The information contained in this communication is not a research recommendation or ‘investment research’ and is classified as a ‘Marketing Communication’ in accordance with the Markets in Financial Instruments Directive (2014/65/EU) or applicable Swiss regulation. This means that this marketing communication (a) has not been prepared in accordance with legal requirements designed to promote the independence of investment research (b) is not subject to any prohibition on dealing ahead of the dissemination of investment research.
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