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Portfolio Construction Smart Alpha

 Smart Alpha evolution

As equity investor concerns increase over lower beta return expectations from the market portfolio, increased levels of correlations between fixed income and equities and ever higher levels of benchmark concentration, the focus shifts to portfolio construction. By extending our existing Smart Alpha framework we have developed a set of positively convex, all equity portfolios that simultaneously magnify upside returns and hedge downside risks – providing a best-of-all worlds solution to equity risk and return.

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General Smart Alpha Stock View

Fly me to the moon…

Knowing when to buy a stock is one thing but understanding the risk of loss is another skill altogether.

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View from the Edge

Knowing Why. Showing Why.

At Libra we think differently and deliver the best user experience for Active equity investors applying the years of experience and understanding that we have in equity markets. We not only know what information is going to make a difference to client performance but provide the best experience.

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Portfolio Construction Reader FAQs View from the Edge

Value doesn’t last forever…

We have recently introduced a new feature on the Apollo Edge platform that allows investors to “Smart Filter” their portfolios or watchlists at the stock level, using our proprietary investment factor groupings of Value, Re-rating, Growth or De-rating.

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Market Dynamics Smart Alpha

From 0.4% to 4.0% – the derating of the SP500

How Apollo signals can help to gauge the market. As a first blogpost, it seemed timely to showcase how some of the Apollo signals and indicators can inform us about the prospects for the US market over the next twelve months.