Blog
Latest from Kwanti
Product updates, advisor insights, and industry news.
Apr 20, 2026
Landscape Mode for PDF Reports
Kwanti now supports landscape orientation for PDF reports, giving advisors more flexibility in how they present portfolio data. Previously limited to portrait layout, the PDF generator now includes a simple toggle to switch between portrait and landscape before generating a report. When to Use La...
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Mar 9, 2026
Cash Flow Scenarios: Analyze Withdrawal and Contribution Strategies
Kwanti now includes Cash Flow Scenarios, a new feature that lets advisors quickly model how portfolios would have performed under different withdrawal and contribution strategies. Whether you’re planning retirement income, analyzing dollar cost averaging approaches, or stress-testing portfolio su...
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Jan 6, 2026
Watchlist: Streamlined Security Monitoring
Kwanti now includes Watchlist, a new feature designed to help advisors efficiently monitor and track securities with customizable views and automated price alerts. This enhancement provides a dedicated space to keep tabs on potential investments, client holdings, and market opportunities, all wit...
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Oct 9, 2025
Kwanti Wins WealthManagement.com Industry Award for Portfolio Analytics for Second Consecutive Year
Kwanti also named a finalist in the ThinkAdvisor 2025 Luminaries Awards For the second year in a row, Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, was named the winner of the ‘Portf...
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Jun 29, 2025
Enhanced Cover Page Customization for PDF Reports
Kwanti has expanded the customization options for PDF report cover pages, giving advisors greater control over branding and presentation. These enhancements build on the existing cover page functionality by adding layout flexibility, color customization, and background image options. What’s New P...
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May 6, 2025
Fundamental & Valuation Analysis
Kwanti now includes fundamental data for Stocks, ETFs, and Mutual Funds, available directly within the Screener and Asset Profile. This enhancement builds on Kwanti’s existing research tools by adding key financial metrics, giving you a more complete view when evaluating investment opportunities...
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Apr 15, 2025
PDF Report: Household Summary
Kwanti has released a new feature to provide greater visibility into household-level PDF reports: the Summary Page. This enhancement provides Advisors a structured and detailed breakdown of each account within a Group portfolio, enabling more precise and efficient client reporting. Key Features W...
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Apr 7, 2025
BlackRock Allocation Tax-Aware ETF models added to Model Marketplace
We are expanding our Model Marketplace with 11 new models from a leading model provider, BlackRock. The BlackRock Allocation Tax-Aware ETF models are now live and available in Kwanti. With these additions, Kwanti’s Model Marketplace now boasts over 100 diverse models from top providers, including...
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Mar 19, 2025
Kwanti Earns High Ratings in 2025 T3 Advisor Software Survey
Kwanti recently achieved high client satisfaction ratings across multiple categories in the 2025 T3 / Inside Information Software Survey – including earning the highest rating in the Investment Data/Analytics Tools category for firms with more than 5% market share, as well as the highest rating i...
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Nov 6, 2024
PDF Statement Extraction
xPDF is a game-changing feature designed to streamline portfolio analysis for prospects. With xPDF, you can easily upload PDF statements directly into Kwanti, and our system automatically extracts position details and creates portfolios for you. Eliminate manual entry with xPDF Say goodbye to the...
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Sep 12, 2024
New Feature – Risk Profiling
We are releasing a new set of features (at no extra cost) designed to enhance the way financial advisors manage prospect/client risk—Kwanti’s Risk Profiling Tool. This powerful addition enables advisors to send risk profiling questionnaires, compare client risk profiles with portfolio risk scores...
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Aug 30, 2024
New WisdomTree models added to Model Marketplace
We are expanding our Model Marketplace with 5 new models from a leading model provider, WisdomTree. These 5 new WisdomTree models are available in Kwanti. With these additions, Kwanti’s Model Marketplace now boasts 105 diverse models from top providers, including BlackRock, State Street, WisdomTr...
Read post → Jul 30, 2024
BlackRock Global Allocation Selects models added to Model Marketplace
We are expanding our Model Marketplace with 11 new models from a leading model provider, BlackRock. The BlackRock Global Allocation models are now live and available in Kwanti. With these additions, Kwanti’s Model Marketplace now boasts 100 diverse models from top providers, including BlackRock,...
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Jun 25, 2024
Kwanti Introduces New Integration with Betterment
Kwanti is proud to introduce a new integration with Betterment for Advisors, a future forward, end-to-end custodian, with cutting-edge technology that can help advisors scale their practice and deliver a high-quality, personalized client experience. Accounts held at Betterment can now be linked i...
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Mar 18, 2024
Enhanced Integration with Advyzon
We’re excited to unveil an enhancement to our existing integration with Advyzon that will streamline your workflow and elevate your analytical capabilities. Building upon our existing integration, we are delighted to introduce the ability to import models from Advyzon into Kwanti. Until now, advi...
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Dec 18, 2023
CIT data now available in Kwanti
Kwanti is a powerful investment analytics platform that has become a popular choice among advisors due to its ease of use and flexibility. However, one issue that many advisors faced was the inability to properly analyze the assets held in retirement accounts, specifically Collective Investment T...
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Dec 7, 2023
New Target Risk Indexes Available
Kwanti has expanded its list of available indexes by adding The Morningstar Target Risk Index family. This collection includes: Asset allocation funds have unique properties that distinguish them from single asset-class index funds. Due to these properties, evaluating and benchmarking a target ri...
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Nov 7, 2023
Custom Text Page in PDF
This feature is available to all users and allows for greater flexibility and customization in generating PDF reports. In this blog post, we will walk you through the different uses of the Custom Text page and how to add it to your PDF reports. Various Uses of the Custom Text Page: The Custom Tex...
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Sep 26, 2023
Kwanti Introduces New Integration with Altruist
Kwanti is proud to introduce a new integration with Altruist, a modern custodian built exclusively for RIAs that combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing – all in one streamlined solution. Accounts held at Altruist can no...
Read post →Aug 7, 2023
Identify Hidden Portfolio Expenses with Kwanti’s Tax Drag Analysis
Now available to all subscribers at no extra cost Kwanti has always been powerful when it comes to deep analytics of your portfolios and models, and we are constantly looking for ways we can add more useful tools for users, as well as make enhancements to existing features. Introducing our latest...
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Jun 16, 2023
Editing a Model Portfolio History
Now available to all subscribers at no extra cost Kwanti has always been powerful when it comes to deep analytics of your portfolios and models, and we are constantly looking for ways we can add more useful tools for users. Introducing our latest feature: editing Model History within the applicat...
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Dec 9, 2022
Discover best performing assets with Kwanti Screener
Available to all subscribers at no extra cost Kwanti has always been powerful when it comes to deep analytics of your portfolios and models. We are constantly looking for ways we can add more useful tools for you. Introducing the Screener. Hundreds of thousands of securities and their data points...
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Jul 11, 2022
Fidelity/Kwanti integration update
The Fidelity/Kwanti integration was enhanced to take into account historical transactions. With the knowledge of transactions, Kwanti now calculates and displays the Fidelity accounts actual performance. To view your Fidelity accounts and their history, select Import->Fidelity in the Kwanti appli...
Read post → May 31, 2022
The 2022 T3 Advisor Software Survey Results Are In
Every year, the FinTech and WealthTech industries look forward to the updated version of the T3 & Inside Information Advisor Software Survey. If you’re not familiar with the Survey, it’s one of the most widely respected and referenced attempts to quantify what technology advisors are using, what...
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Apr 6, 2022
How Advisors Can Blend Models for Better Investment Outcomes
Today’s investors expect a lot from their financial advisors. From client-facing duties to back-office work, there’s no shortage of tasks for an advisor to keep up with, on any given day. So how can an advisor ensure they are giving the best possible advice to their clients while also working to...
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Mar 8, 2022
Kwanti Ranks High Among Top Investment Data & Analytics Providers in 2021 Kitces Report
Michael Kitces has long been known in the financial advisor space for his unmatched dedication to, knowledge of, and experience in the financial services industry. Lucky for us, he and his team periodically perform independent market research and compile valuable information in The Kitces Report...
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Feb 14, 2022
Kwanti’s Model Marketplace Adds State Street to Improve Advisor Outcomes
As an RIA, you know all too well that your business relies on your ability to deliver top-quality advice to your clients. Better advice leads to better outcomes and better outcomes lead to more business. But as business demands grow, it can be difficult to scale your top-quality services without...
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Nov 16, 2021
Managing fixed index annuities in Kwanti
Are you one of the nearly 70% of RIA firms considering adding annuities to your clients’ portfolios in the near future? That high of a number might come as a shock if not. One of the largest RIAs in the country, Fisher Investments, built an entire career out of the phrase “I hate annuities.” But...
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Oct 25, 2021
Raymond James and Kwanti Integration: What You Need to Know
RIA firms looking to grow their business don’t always have the luxury of adding more staff members to handle the administrative or operational tasks that can consume an investment advisor’s time. Instead, they have to achieve efficiency in other ways. One of the most effective ways to scale up y...
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Oct 8, 2021
Schwab/Kwanti integration update
The Schwab/Kwanti integration was enhanced to take into account historical transactions. With the knowledge of transactions, Kwanti now calculates and displays the Schwab accounts actual performance. To view your Schwab accounts and their history, select Import->Schwab in the Kwanti application....
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Oct 5, 2021
Financial Planning is King, but Investment Selection is still Essential
Often, the value a financial advisor provides centers on financial planning. Investors consult with advisors to help set goals, get a sounding board for financial decisions, and ultimately, help them keep everything on track. And in the interest of increasing their value proposition, the next ge...
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Sep 27, 2021
How to Simplify Benchmarking
Do you have a favorite set of benchmarks to compare your model portfolios against? They can be used by both advisors and investors to set clear goals, manage expectations and address the level of risk that should be taken. However, choosing the appropriate benchmarks for your portfolio isn’t alw...
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Sep 20, 2021
One-click Model Updates in Kwanti
With so much to do every day, it can be hard to find the time necessary to stay connected with clients and keep an advisory business growing. The uptick in firms providing outsourced asset management services is just one example of how entire industries have grown around the desire of advisors t...
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Apr 6, 2021
The results are in—here’s our T3 Advisor Software Survey recap
The start of a new year brings one of the most anticipated events in wealth management technology—the release of the Technology Tools for Today/Inside Information Advisor Software Survey. If you’re not familiar with the Survey, it’s one of the most widely respected and referenced attempts to quan...
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Feb 25, 2021
Need a new SMA analysis tool? Kwanti has you covered
You’ve always been able to use Kwanti to analyze the details to find hidden truths in mutual funds, ETFs, stocks, and fixed income holdings, and today we’re expanding your investment world. Starting right now, you can get portfolio analytics on the Separately Managed Accounts (SMAs) your firm use...
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Feb 17, 2021
Cybersecurity 101: Top 4 Tips for Financial Advisors
Data breaches are on the rise, especially in the financial services industry. From large organizations like BlackRock to smaller state-registered advisors, everyone is vulnerable. All RIAs need to establish and follow cybersecurity policies, but as a small business you likely don’t have a dedica...
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Jan 22, 2021
How to Assess Risk and Stress Test Portfolios
It’s not every year that you get to add a new Stress Test model to the list of financial crises to compare portfolios against, but 2020 was that year. While 2020 might have been a year to forget for many, the economic downturn will be a moment that advisors will want to remember from a risk asse...
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Dec 31, 2020
The Most-Read Kwanti Blogs of 2020
From a business planning perspective, the end of the year is always a good time to look back at what worked and what didn’t to chart a better path ahead. This year has been one unlike any other, and we don’t know quite how different life will be in 2021, but one thing we do know is that advisors...
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Dec 4, 2020
Integration Spotlight: Folio Institutional
Nothing is more important than protecting your time. According to some studies, most advisors don’t spend the majority of their time interacting with clients and prospects. Wouldn’t it be nice to improve that? One way that we’re helping advisors reclaim their time is by integrating with the weal...
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Nov 11, 2020
Integration Spotlight: Kwanti and Orion Advisor Tech
Managing investment portfolios is both an art and a science. To make smart, efficient portfolio decisions, you need access to robust data and tools to help uncover relevant insights and trends. And to build positive client experiences, you need access to reporting that helps turn that data into...
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Oct 23, 2020
How to Use Income Analysis Tools in Kwanti
Do your clients really understand their investments? If you use model portfolios, your client knows that they’re invested in your Global Multi-Asset model, but the investment education shouldn’t stop there. In a recent survey, investors ranked two concerns at the top of their list of what they wa...
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Sep 30, 2020
The one thing investors want to talk about more than anything else
The typical 21st-century advisor thought leader in the wealth management business tends to disparage an investments-based approach to client relationships. If you listen to many of the trend-setting speakers, you’ve probably heard some form of the saying “If you live by performance, you’ll die by...
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Sep 7, 2020
Folders
Now available! Use folders to organize your work. For example, create a folder for model portfolios and folders for clients and prospects: To create a folder, click: New -> Folder Learn more about folders (includes video tutorial)
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Sep 7, 2020
Wilshire model portfolios
Wilshire model portfolios are available in Kwanti model marketplace. To access the Wilshire model portfolios, click Import -> Wilshire Wilshire Premier Allocation Conservative Portfolio Wilshire Premier Allocation Moderate Conservative Portfolio Wilshire Premier Allocation Moderate Portfolio Wils...
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Aug 17, 2020
Reorder PDF Pages
You can now reorder the pages on the PDF report to your choosing. To do so, click and drag the arrow next to any page under the Pages section of the menu on the left of the page as shown below:
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Aug 6, 2020
3 Ways to Benefit from Customizing Reports in Kwanti
Most advisors tend to offer similar services to one another, which can create the impression that all advisors are the same. But it’s an accepted fact for anyone who works in financial services that the opposite is actually true—every advisor can be very different in how they approach investing,...
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Jul 27, 2020
Kwanti Adds Fidelity Investments and WisdomTree to Growing Model Marketplace
Kwanti, a leading provider of portfolio analytics technology for financial advisors, announced today that it has added model portfolios from Fidelity Investments and WisdomTree to the Kwanti Model Marketplace. Models from both providers are available directly in Kwanti at no additional cost. The...
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Jul 21, 2020
Integration Spotlight: Kwanti and Black Diamond
Looking for a way to improve the way you perform portfolio analytics for the client accounts you manage with the Black Diamond platform? Our integration makes it simple to load all of the accounts and portfolios you manage in Black Diamond into the Kwanti system so you can start running advanced...
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Jul 10, 2020
PDF Custom Colors
You can now select any color for the PDF report cover page and headings. For example, you can pick a color that matches your firm’s branding and logo. To select a color, click on Color Theme, then Custom as shown below:
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Jun 22, 2020
Marketplace Spotlight: Kwanti and WisdomTree
Did you know that you can access a robust selection of institutional-quality model portfolios right from within Kwanti? Today, we’re excited to announce that we’ve added WisdomTree to our model marketplace. WisdomTree model portfolios are completely free to advisors to use. When you use the Kwant...
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Jun 16, 2020
Product Spotlight: Get X-Ray Vision with Detailed Holdings Analysis
If you’re like most advisors today, you likely see a lot of client portfolios composed primarily of mutual funds or ETFs. You probably even manage portfolios like those yourself. Creating a portfolio built on these types of pooled investment vehicles is an efficient way for investors to invest, g...
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May 5, 2020
How Kwanti Ranked in the 2020 T3 Advisor Software Survey
Every year, the wealthtech industry waits with anticipation for the updated version of the T3 & Inside Information Advisor Software Survey. Researched, compiled, and written by industry titans Joel Bruckenstein and Bob Veres, the Software Survey gives a look at how the technology companies who se...
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Apr 27, 2020
How to Win More Business with Kwanti Analytics
What techniques do you use in your sales process to prove to a prospective client that you’re the right advisor for them? You may walk them through your financial planning process, your investment philosophy, and show them your model portfolios if you have them. All of those are effective and imp...
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Apr 22, 2020
Kwanti and Addepar Integration
We’re always looking for ways to improve and enhance the Kwanti platform. One of the ways is through integrations with other best-in-class advisor technology platforms. One of our most powerful integrations is coming to you in the april 2020 product update. We’re adding an integration with Addepa...
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Apr 13, 2020
How to Talk to Your Clients About Fund Fees
Comparing prices is as American as homemade apple pie. When people go to a physical store, they don’t just buy what they see on the shelves; they pull out a smartphone and compare the store’s price against what Amazon or a number of other online-only retailers offer. But comparing prices of hous...
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Mar 20, 2020
How to Talk to Your Clients About Weathering the Storm
One of the highest values a financial advisor can offer to clients during turbulent and emotional times is perspective. While a client may see only the value of their portfolio in a given moment, you have the experience and expertise necessary to help them see the larger picture. And if you can a...
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Dec 5, 2019
History extended to 25 years
The maximum history window for performance has been extended from 20 years to 25 years. This ensures that you can illustrate the late 90’s bull market and subsequent 2000 bear market. In a future release, we plan to further extend the window to 30 years of history.
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Oct 25, 2019
Blended Models
Create a blend of individual models with a weight assigned to each component model. For example, a blend of sleeves for different asset classes: We designed this feature for maximum flexibility. You may: Blend models created within Kwanti, or models imported from our integration partners. Blend m...
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Oct 24, 2019
Favorite dates
When using specific dates for performance display, avoid repeating manual entry of these dates by using the favorites list. To add/remove dates in the favorites list, make sure that Date is selected, then click on the down arrow at the right of the calendar as shown in the above picture.
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Aug 20, 2019
Income and yield
Portfolio income is important for some clients. This analysis estimates the portfolio yield and the timing of portfolio distributions in the next 12 months. Drill down to the income estimate and the yield detail calculation tables Compare the income and yield of two portfolios or models Include t...
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Feb 22, 2019
Fintech TV interview: Kwanti for RIAs
Interviewed at the 2019 T3 Tech conference, Christophe Gauthron explains how Kwanti helps advisors with client acquisition and communication.
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Feb 22, 2019
T3 2019 Software Survey: Kwanti ranks at the top in customer satisfaction
More than 5,500 members of the financial planning/investment advisory community participated in the T3 2019 Technology Survey. Across 20 different industry categories, Kwanti’s satisfaction ratings of 8.64 and 8.55 were among the highest recorded. See the full survey here
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Nov 26, 2018
Indexes and blends added
Fixed income indexes were added from Bloomberg/Barclays: – Barclays Global Aggregate – Barclays Global Aggregate Hedged – Barclays Global Aggregate ex-US – Barclays Global Aggregate ex-US Hedged – Barclays US Aggregate Bond Index – Barclays US Corporate Investment Grade – Barclays US Corp High Yi...
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May 31, 2018
Importing model history
If you made allocation changes to your model over time, you can import the history of changes into Kwanti. To get started, select Import->Portfolio with history from the application initial screen. Using your provided history, Kwanti calculates the performance of the model based on the historical...
Read post →Apr 28, 2018
Rebalancing on client portfolios
Options to simulate rebalancing are now available on client portfolios. Previously, rebalancing was only available for model portfolios. Click on the Strategy selection box to select a rebalancing strategy. Similarly to model portfolios, you can choose from: Calendar rebalancing: yearly, quarterl...
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Dec 20, 2017
Stress Test Edits
The Stress Test view is a popular Kwanti feature. You can customize it to your needs: create historical scenarios (choosing your own dates) select which scenarios are shown This is easily done! Simply click on Add Scenario, as shown here: This customization also applies to the PDF proposal genera...
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Nov 28, 2017
Fidelity link
We are pleased to announce that Kwanti has been approved as a Fidelity third-party vendor. Your client accounts at Fidelity can now be linked into Kwanti, eliminating the need to manually import data. [Press release] Portfolio positions from Fidelity are synchronized daily into Kwanti, based on t...
Read post →Sep 19, 2017
Easy portfolio grouping
Household views were previously available only for portfolios linked from our partners. The functionality has been extended to all client portfolios. You can even mix portfolios from different sources. To group portfolios into a household view: select New->Group from Portfolio Lab’s starting scre...
Read post →Sep 8, 2017
Sharing imported assets
One of Portfolio Lab’s most popular feature just got better! Importing assets with their history is used: for assets not available in Kwanti’s database (for example, non publicly traded assets) to present a proprietary strategy It is now easy to share this imported data between advisors in your f...
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Aug 17, 2017
Riskalyze integration
We are pleased to announce our partnership with Riskalyze. Make your client portfolio reviews more efficient and create compelling proposals by using Riskalyze with Kwanti. With this integration, you can: Analyze your Riskalyze client portfolios in Kwanti, using drill-down allocation Analyze your...
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Jul 20, 2017
Portfolio Pathway integration
We are pleased to announce our partnership with Portfolio Pathway. With this integration, data from accounts in Portfolio Pathway is automatically linked and refreshed daily into Kwanti, eliminating the need for manual import. Read more about this integration.
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Jun 14, 2017
Orion integration
We are pleased to announce two integration points with Orion: Orion client portfolios and models can be imported and automatically synchronized into Kwanti Single sign-on Kwanti app is available in Orion Connect Read more about this integration.
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May 30, 2017
UI improvements
The latest release of Portfolio Lab added several commands and options: 1. Asset button to directly access the profile of stocks, funds, ETFs: 2. Previous quarter option (in global settings): 3. Show/Hide date in the PDF report: 4. When searching assets, the results are broken down by asset type:...
Read post →May 17, 2017
Portfolio Search / Privacy
We added a portfolio search box. This may be useful if you have many portfolios. The search box can also be used whenever privacy is needed (to hide your client names when doing a presentation). For privacy, simply click Hide List as shown below: The portfolio search box is available wherever por...
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Jan 25, 2017
Position return analysis
Drill-down the source of portfolio return: Best/worst performers Contributions to portfolio return From the Performance tab, click on the magnifier icon next to the portfolio return, as shown below: The position return analysis is available for both model and client portfolios. Learn more about P...
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Jan 18, 2017
Two-step authentication
Two-step authentication provides increased security for your Kwanti account. This additional security is optional and you can enable it in your Account security settings. When enabled, you sign-in to Kwanti in two steps: You enter your username and password If valid, Kwanti sends a 6-digit code b...
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Jan 17, 2017
Morningstar indexes
Our index lineup now includes 100 of the most useful Morningstar indexes: Style indexes such as US Value/Growth; US Large/Mid/Small cap Sector indexes such as Real Estate, Financials, Energy… International indexes: Global Markets, Asia, Europe, Emerging markets For indexes in Portfolio Lab,...
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Jan 16, 2017
Advyzon integration
We are pleased to announce our partnership with Advyzon. Advyzon is an intuitive, cloud-based platform that combines portfolio management, flexible performance reporting and client portals, client relationship management (CRM), planning, and business intelligence. Kwanti’s portfolio analytics are...
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Dec 5, 2016
Portfolio Bond Style
Sensitivity to interest rates and probability of default are the dominant risk factors for bonds. Portfolio Lab quantifies these risks at the portfolio level and position level. To display the analysis, select Allocation -> Bond Style Duration is a measure of sensitivity to interest rates. It est...
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Sep 30, 2016
Custom asset allocation
A popular feature of Kwanti Analytics is its ability to upload custom assets. This is useful if an asset is not in Kwanti’s database, but you have a record of the asset’s monthly, weekly or daily returns, that you wish to use. As an enhancement, you now have the option to define the custom asset’...
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Jun 7, 2016
Stock Region Allocation
The Stock Region analysis (found under the Allocation tab) summarizes the geographical weights of equities in the portfolio: The weights for each region are calculated by aggregating the region weights of the portfolio constituents (funds, ETFs, stocks). For research, you may drill-down each regi...
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Jun 6, 2016
Showing shares difference in portfolio comparison
When comparing portfolios in a PDF proposal, you may add a Difference column in the holdings table: To add the Difference column, click on existing table columns. A menu appears, allowing you to configure the table. You may also display the difference in weight or value.
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Jun 3, 2016
Alternative asset class added
The Alternative asset class was added to the allocation view. This asset class comprises: managed futures long/short funds market neutral funds bear market funds volatility funds commodities In the previous version of Portfolio Lab, these alternative funds were classified under equity or unclassi...
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May 6, 2016
Black Diamond integration available
To analyze your Black Diamond portfolios and accounts, select Import->Black Diamond in Portfolio Lab’s main screen. Once activated, the integration is easy to use. A search function allows quick retrieval of data, as shown below: Benefits: eliminate manual entry or transfer of portfolio positions...
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Jan 26, 2016
Stock Style Allocation
Style allocation is a concise view of a portfolio’s growth/blend/value and large/mid/small cap positioning, based on Morningstar’s style box. To display this view, click on Allocation -> Stock Style The weights in the portfolio’s style box are calculated by aggregating the style box weights o...
Read post →Jan 25, 2016
Kwanti at TD Ameritrade Institutional Conference, Feb 3-6
Kwanti will attend the TD Ameritrade Institutional conference in Orlando, Feb 3-6, 2016. Visit us on the exhibit floor, Veo village booth #5 where you can see demos of Portfolio Lab’s integration with TD Ameritrade Institutional’s Veo® and discover Kwanti’s roadmap of future improvements. Learn m...
Read post →Jun 2, 2015
Asset History Import
If an asset is not available in Kwanti’s database and there is no satisfactory proxy to represent it, you can upload its history into Kwanti Analytics Kwanti imports the asset’s history from an Excel CSV file that either contains: a list of dates and prices a list of dates and returns They can be...
Read post →Jun 1, 2015
Asset proxies
Assets that are not available in Kwanti’s database – for example, individual bonds – can be assigned a proxy. The proxy can be any index, stock, ETF, or fund. If there is no satisfactory choice for the proxy (for example, the asset does not correlate to any index or listed investment), an alterna...
Read post →May 27, 2015
Fund Description and Holdings
We added a ‘Describe’ command in the Asset Profile view, for mutual funds, ETFs and closed-end funds. This displays the fund’s Morningstar category, the fund’s objective and the top holdings:
Read post →May 21, 2015
Stock Sectors in PDF
Stock Sector Analysis has been added to the PDF report. To add this section to the report, click on ‘Add Content…‘ in the PDF editor.
Read post →Apr 9, 2015
Stock sector analysis
Portfolio Lab’s allocation analysis has a new Stock Sector view. In this view, Portfolio aggregates sector information of equity positions in the portfolio. For ETF and fund positions, Portfolio Lab uses the sector breakdown of the equity portion of the fund. The result is a portfolio-level view:...
Read post →Feb 24, 2015
Resize or move your logo in PDF
The size and position of your logo on the PDF cover page can be changed easily. In Portfolio Lab’s PDF window, place your mouse over the logo to reveal the editor box. Then, use the drag bar to move or the corner handles to resize. Your new logo position and size will apply to all […]
Read post →Jan 19, 2015
Visit us at TD Ameritrade Institutional Conference, San diego Jan 28-30
Kwanti will attend the TD Ameritrade Institutional conference in San Diego, Jan. 28-30. Visit us on the exhibit floor, booth #4K34 where you can see demos (including Portfolio Lab’s integration with TD Ameritrade Institutional’s Veo®) and discuss Kwanti’s roadmap for future improvements. Learn mo...
Read post →Jan 15, 2015
The art of the Samurai Benchmark
“The art of samurai benchmarks” is our latest article as published in Financial Advisor Magazine. Are your benchmarks in order? This article covers rules to select and apply appropriate indices for your investments.
Read post →Nov 5, 2014
Beyond the S&P500
It is easy to forget that the choice of benchmark plays an important role in calculating risk-adjusted performance metrics such as alpha, beta, the information ratio, up/down capture ratios and more. The S&P500 index (a benchmark for US large cap equity) is the industry-wide default benchmark, bu...
Read post →Oct 30, 2014
Report configuration: holdings table
As you generate a proposal or report, you can easily customize the section describing the portfolio holdings: Point-and-click the rows of the holdings table to change the order of the positions (sort alphabetical, by symbol, by weight). Point and click the columns to specify which of shares, valu...
Read post →Sep 7, 2014
Educate your clients about risk
“Three visual analytics to educate clients about risk in a bull market” is our latest article as published in Financial Advisor Magazine. In the face of a relentless bull market in equities, advisors have the difficult task to justify balanced allocations to clients who have grown increasingly am...
Read post →Aug 1, 2014
PDF configuration
This summer, several enhancements were unveiled for Portfolio Lab PDF reports. Earlier we reported that you can now upload your logo into the reports. The second enhancement is to keep track of the customization made on each portfolio report. Whether you add or remove sections, charts, or change...
Read post →Jul 1, 2014
Asset allocation summary view
Kwanti’s default asset allocation view is based on data licensed from Morningstar Institutional, to present a detailed asset allocation of the portfolio based on a 13 asset classes breakdown (5 for stocks + 5 for bonds + commodity + cash + other). Following a request by many advisors, we added a...
Read post →Jun 9, 2014
Your logo in PDF reports
Show your logo in the PDF reports produced by Portfolio Lab! With the recently added point-and-click upload, in complement to the client/firm customizations, you can now brand your reports in the blink of an eye. For best results, upload a big size image (at least 400 pixels wide). Portfolio Lab...
Read post →Apr 11, 2014
Heartbleed update
You may have heard about the Heartbleed vulnerability affecting many web sites and possibly exposing private information. We have thoroughly reviewed Kwanti’s code and servers. We do not use (and have never used) the versions of openSSL that are susceptible to the Heartbleed vulnerability.
Read post →Jan 24, 2014
Backfill for historical prices [enhanced]
If your portfolio contains an asset with short history, you can still backtest the portfolio for extended periods of time by using backfills. Based on feedback from advisors, the latest release of Portfolio Lab adds enhancements to this functionality. Choose any asset for backfill You can choose...
Read post →Jan 11, 2014
Portfolio Stress Test
A stress test is an estimate of portfolio return under various scenarios. With this new feature in Portfolio Lab, you have one more tool to assess portfolio risk that is easy to use, easy to understand and to explain to clients. To display the stress test results for a given portfolio, navigate t...
Read post →Dec 4, 2013
Using blended benchmarks
Single index benchmarks such as the S&P500 are widely used but often inappropriate for measuring performance. As an alternative, blended benchmarks provide an appropriate reference for manager selection and performance attribution. Read our whitepaper. How can this be done in practice? With Portf...
Read post →Oct 15, 2013
Backfill for historical prices
What if you wish to backtest a portfolio for an extended period of time, but the portfolio contains one or more assets with short history, for example a mutual fund or ETF with recent inception date ? Portfolio Lab offers an automated approach to handle this situation. Using a proxy (a similar as...
Read post →Oct 10, 2013
Kwanti at FPA Experience, Orlando Oct 19-21
Kwanti will be at the FPA Experience conference in Orlando, Oct. 19 to 21. Visit us on the exhibit floor, booth #719 where you can see demos and have a peak at our upcoming product enhancements!
Read post →Sep 24, 2013
Portfolio Lab for iPad
Portfolio Lab for iPad is available to all Kwanti subscribers at no extra charge from Apple app store. With this application, you gain instant mobile access to your Kwanti portfolios and an elegant way to communicate with your clients!
Read post →Sep 16, 2013
FPA members welcome
As an institutional member of the Financial Planning Association, Kwanti welcomes FPA members and offers a 10% discount on subscriptions to Portfolio Lab.
Read post →Aug 20, 2013
Portfolio Lab app for Android tablets
Portfolio Lab for Android tablets is released and available at no extra charge to Kwanti subscribers. The application can be installed from the Google Play app store. It is optimized for tablets 10″ and higher. Portfolio Lab for Android presents the same user interface as our desktop versio...
Read post →Jul 1, 2013
Kwanti is now integrated with Veo®
Kwanti’s Portfolio Lab, a cloud-computing based portfolio analytics and client acquisition solution, is now integrated with Veo®, TD Ameritrade Institutional’s powerful account management and trading platform. Within Portfolio Lab, advisors can now seamlessly access critical Veo client data such...
Read post →Jun 10, 2013
Agile Analytics
by Christophe Gauthron Reprint from T3 newsletter, June 2013 Cloud based computing and mobile access enabled a new breed of software technology for financial advisors. This article focuses on portfolio analytics and shows how legacy platforms with clunky interfaces are giving way to cost-efficien...
Read post →Apr 15, 2013
Fund expenses
Mutual funds, closed-end funds and ETFs have a percentage of assets deducted periodically to cover the fund’s expenses. With Portfolio Lab, you can keep track of the overall expense for the portfolio and rank funds by their expense ratio. The overall portfolio expense is measured by the average e...
Read post →Mar 28, 2013
Integration with TradePMR
We are pleased to announce our integration partnership with TradePMR. TradePMR provides Brokerage and Custody services to Registered Investment Advisors (RIAs). Advisors affiliated with TradePMR can link their accounts into Portfolio Lab. A linked portfolio has its positions imported automaticall...
Read post →Feb 2, 2013
Visit us at T3 conference, Miami Feb 11-13
Kwanti will attend the Technology Tools for Today (T3) conference in Miami, Feb. 11-13. Visit us on the exhibit floor, booth #107 where you can see demos (including preview of upcoming Portfolio Lab’s Android and iPad applications) and discuss Kwanti’s roadmap for future improvements.
Read post →Nov 14, 2012
Asset allocation view
We are pleased to announce the addition of an Asset Allocation view in Portfolio Lab. In this view you can analyze the asset class breakdown of your portfolios based on robust ETF and mutual fund data licensed to Kwanti by Morningstar. Portfolio Lab uses 12 asset classes, including 5 for stoc...
Read post →Nov 12, 2012
Increased limit for portfolio size
We raised the limit of positions per portfolio to 100. This is effective immediately for all subscribers. We plan to raise this limit again in the future as we upgrade the capacity of our servers.
Read post →Oct 17, 2012
Personalize: your name in the title bar
You can display your name or your firm’s name in the title bar of the Portfolio Lab window. Click on the title bar to open the global settings, type your name then ‘Update’.
Read post →Oct 17, 2012
Portfolio notes
Attach text notes to your portfolios using the Edit->Notes menu in Portfolio Lab as shown below. The notes are saved with the portfolio using the same privacy and encryption processes used for the portfolio positions data. As a convenience, the first line of the notes is displayed in the porfolio...
Read post →May 9, 2012
Portfolio yield
In periods of uncertainty about economic growth, investors may favor dividend producing assets in their portfolios. Recently we added views to chart the distribution history of individual assets. Today, we show how this extends to the portfolio level with the portfolio yield metric. The portfolio...
Read post →May 4, 2012
Dividend and yield charts
You may inspect an asset’s distributions and historical yield through the Asset Profile view. This view is opened by clicking on the icon at the end of a portfolio position line as shown in the red circle: The dividend and yield chart is displayed at the bottom of the window (if not, select “Dist...
Read post →Mar 27, 2012
Dividends in backtest
An option was added to Portfolio Lab backtest to select how dividends should be treated: reinvested in the corresponding asset (the previous default setting) to cash: the dividends are accrued to the cash position of the portfolio By default, the dividends are reinvested.
Read post →Feb 6, 2012
Advisor fee simulation
Portfolio Lab has been improved to take into account advisory fees during backtest, so that you can present truthful performance figures to your client or prospect. Simply specify the fee as an annual percentage of assets (by default, no fees are applied). During backtest, Portfolio Lab will subt...
Read post →Dec 22, 2011
Viewing multiple backtest charts
It is sometimes useful to show several charts on one screen to a client. We have added a small icon on the top right of the Backtest charts as shown below: Clicking on this icon will open another view on the right of the original chart. This allows you to shown a combination of charts, […]
Read post →Dec 21, 2011
Changing font size
You can adjust font size in Portfolio Lab. This control appears on the upper right of the Portfolio Lab window as “A-/A+” buttons: Portfolio Lab will remember your font size preference, so that you don’t have to set it again the next time you log in.
Read post →Nov 3, 2011
The problem with many performance charts
Performance information conveyed on return charts from many financial sources is misleading. Investors reading these charts will be unfairly biased against income-producing assets. Learn how total return better represents an asset performance and enables meaningful comparisons. [PDF version]
Read post →Oct 25, 2011
Maximum drawdown and recovery
Previously, we explained how to visualize the maximum drawdown of a portfolio, a volatility measure that is intuitive for most investors. The latest version of Portfolio Lab is enhanced to also display the recovery from the drawdown. The recovery is the first day after the trough when the portfol...
Read post →Oct 20, 2011
Optimization controls
Portfolio optimization is sensitive to the choice of input parameters. Portfolio Lab provides a set of default assumptions based on a simple forward model as a starting point. We recommend that you review these assumptions and adjust them to match your constraints and views. In the latest release...
Read post →Oct 20, 2011
Portfolio Lab october 2011 release
Changes for Portfolio Lab v2.5, released Oct 20, 2011 Portfolio optimization: options to control the optimization process are added: (1) expected returns are adjustable (2) min/max constraints are adjustable (3) capital market expectations (equity risk premium and risk free rate used to calculate...
Read post →Oct 20, 2011
Volatility charts
To display a stock, ETF, or mutual fund volatility, bring up the Asset Profile view by clicking on the magnifier icon in the main portfolio table, as show below. The volatility chart is show at the bottom of the Asset Profile view. The volatility is computed as the standard deviation of the las...
Read post →Jul 19, 2011
Total return charts
According to this study, most popular financial websites provide return data and charts that does not include dividends or capital gains. As a result, investors and advisors using these sites for their research may be biased against income-generating assets. (note: Kwanti Portfolio Lab always rep...
Read post →Jul 12, 2011
Commodities as a diversifier
In the past few years, the correlation between commodities and other asset classes has increased, calling into question the diversification benefits of commodity indexes. An academic study suggest that the increased correlation is caused by the slew of ETFs and funds that now track commodities. W...
Read post →May 10, 2011
Symbol discovery for stocks, funds and ETFs
With an improved data feed in place, Kwanti expanded its coverage of the US market to more than: 22000 mutual funds 13000 stocks 1000 ETFs To help you retrieve symbols, we added an auto-completion box: We plan on further expanding our coverage later this year. Please note that money market funds...
Read post →Apr 9, 2011
Snapshots: custom charts on demand
To obtain a chart image suitable for printing or including in your web page or blog, use the snapshot function. To take a snapshot, click the camera icon on top of the chart. A snapshot window opens where you may customize the image, as shown below. For example, you may: switch to a white backgro...
Read post →Feb 1, 2011
Build your own benchmark
Standard benchmarks such as the S&P500 and Russell indexes are commonly used for performance analysis because of their ubiquity. However, they represent specific asset classes so they are not appropriate as a benchmark for a diversified portfolio that covers multiple asset classes. With Portfolio...
Read post →Jan 27, 2011
Visualizing the maximum drawdown
Portfolio Lab reports the maximum drawdown in the backtest module. We added a visualization of the drawdown on the return chart, along with the drawdown peak, trough and duration, as shown below: The maximum drawdown of a portfolio for a given period, is the biggest decline in value from peak to...
Read post →Jan 6, 2011
Efficient portfolios
Enhanced interface for portfolio optimization: use the slider to glide along the efficient frontier. Assign the weights of the efficient portfolio to the current portfolio, or to a new portfolio.
Read post →Jan 1, 2011
ETF flows as a contrary indicator
Equity prices tend to fall after ETFs rake in large sums of money. A study by TrimTabs Investment Research finds that monthly equity ETF flows and returns of the S&P500 one month later are negatively correlated to the tune of 21.4%. The study concludes: “We have two explanations for the strongly...
Read post →Dec 28, 2010
Daily returns correlation
Portfolio Lab calculates the correlations of either monthly or daily returns: Monthly returns correlation is preferred in the context of strategic investment decisions Daily returns correlation may be useful for short term trading and tactical moves. Note that Portfolio Lab correlations are expon...
Read post →Dec 1, 2010
Backtest periodic returns
We added a column chart for the backtest results. This chart shows the periodic returns. The frequency is user selectable (weekly to yearly). You may export the chart data to Excel using the icon on the top right of the chart. To change to other chart types, use the labels on the top left: Cumul:...
Read post →Oct 27, 2010
Backtest custom date ranges
Feature added: you can backtest by calendar year or use custom date ranges. The selected time range also applies to the Excel export.
Read post →Oct 3, 2010
International indices added
Added in Portfolio Lab “risk/return” and “ETF correlations” views: FTSE/Xinhua China 25 Index (FXI) MSCI Australia (EWA) MSCI Brazil (EWZ) MSCI Canada (EWC) MSCI France (EWQ) MSCI Germany (EWG) MSCI South Africa (EZA) MSCI South Korea (EWY) MSCI United Kingdom (EWU)
Read post →Sep 16, 2010
Comparing portfolios
A new command ‘Compare’ is situated under the performance metrics table. You may select any of your portfolios to compare with the current portfolio, making it easier to compare the portfolios returns, alpha, beta and other statistics. In the example above, the current portfolio my portfolio is c...
Read post →Sep 5, 2010
Excel export for backtest results
Export to Excel the monthly, quarterly, yearly periodic returns for the backtest by following these steps: Select the “Period’ view of the backtest chart Select the desired frequency for the report Click on the Export icon
Read post →May 10, 2010
Portfolio import
You may now import portfolios from Excel. Click on ‘Import’ and follow the guided steps. During the import process, you may select which columns contain the data to import: Please refer to the user manual for more information.
Read post →Nov 23, 2009
Modeling financial time series with S-PLUS (Zivot & Wang)
A well organized reference book with both a theory refresher and code examples for each topic: univariate and multivariate regressions, GARCH, cointegration, state space models and much more. This is a practical book for that may be also be used with R, the open-source alternative to S-PLUS. A s...
Read post →Nov 22, 2009
Shorting leveraged ETFs pairs
Research on leveraged ETFs has explained some important characteristics of these products: their negative exposure to volatility the resulting possible value erosion for long term buyers However, the research also shows that the value erosion is not systematic. Shorting leveraged ETFs by pairs do...
Read post →Aug 29, 2009
A random walk down wall street (Malkiel)
First published in 1973 and revised nine times since, this classic offers practical advice that is backed by no non-sense explanations. On the theory side, you will find this book useful if you are looking for an introductory explanation on these topics: modern portfolio theory and CAPM, efficien...
Read post →Aug 20, 2009
Rebalancing or not ?
Should you rebalance your portfolio ? There are conflicting opinions on this topic. For David Swensen, author of “Unconventional success”, rebalancing imposes a disciplined “buy low, sell high” strategy. Mr. Swensen is known for his impressive track record at the head of the Yale endowment. For J...
Read post →Feb 22, 2009
The misbehavior of markets (Mandelbrot & Hudson)
Mr. Mandelbrot explains the shortcomings of modern finance theory in simple terms. Even though no practical alternative is given, the book was remarkably prescient (published a few years before the 2008 crisis) and encourages research into new models, possibly based on fractals.
Read post →Jan 22, 2009
The Bond Book (Annette Thau)
A splendid introduction to bonds. The book is well structured and makes a great reference. This text provides the essentials for understanding bonds: yield calculation, interest rate risk, credit risk, and the pros and cons of most bond investments: treasuries, munis, GNMAs, corporates, zeros, bo...
Read post →Jan 20, 2009
Quantitative equity portfolio management (Chincarini & Kim)
Covers both financial theory and real-world practice. Interesting chapters on factor models, taxes, leverage.
Read post →Jan 3, 2009
Closet index funds
Is a closet index fund hiding in your portfolio ? This would be costly! These funds mimic indexes, yet they have higher expense fees (typically between 1% and 2%) than index funds or index ETFs (0.1% to 0.5%). The accumulation of expense fees compounded over the years is significant. If you hold...
Read post →Dec 31, 2008
Evidence-based technical analysis (Aronson)
This book explains how a scientific approach can be used to determine if a technical analysis (TA) rule is worth using or not. If you are looking for a recipe book, this is not it. There is no specific TA rule or approach which is promoted here. The author first point is that TA – […]
Read post →Sep 24, 2008
The intelligent asset allocator (Bernstein)
A classic investment book! Asset allocation decisions have high impact on long term portfolio returns. Bernstein introduces portfolio theory, the efficient frontier (and its shortcomings), and outlines a practical approach that any investor can follow. This relatively short book is easy read, and...
Read post →May 15, 2008
Correlation: using time weights
Most correlation calculators use an ‘equal weights’ formula: each data point is given the same weight, whether they are recent or long past. This is an easy calculation that is used for example in the CORREL function in Excel. In the ‘exponential weights’ formula, the more recent data points are...
Read post →Mar 15, 2008
Pairs trading (Ganapathy Vidyamurthy)
Pairs trading attempts to profit from the relative mispricing of a pair of stocks by buying one stock in the pair and shorting the other, and holding these positions until the prices converge. This book explains two approaches to pairs trading: statistical arbitrage (identify the mispricing by an...
Read post →Mar 5, 2008
Common sense on mutual funds (John Bogle)
John Bogle – a Wall Street legend and founder of the Vanguard family of funds – exposes simple and wise precepts: take a long term view; diversify to lower risk; pay attention to costs; prefer passively managed funds (i.e. index funds) to actively managed funds. In particular, he details the effe...
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