A bi-weekly challenge from Andre Mirabelli & Opturo

What if I invested by first doing an allocation among countries and then an allocation among sectors within countries, could I evaluate my sector allocation using a single-allocation Brinson model?
See the paper and Excel example in Opturo’s newsroom.

A bi-weekly challenge from Andre Mirabelli & Opturo

Related news

SAYS Platform: Wealth Managers: Struggling with data workflow chaos?

Calling all wealth managers! Stop struggling with your data and try SAYS Platform™ for free today. It's a bolt-on solution that integrates with your data in minutes not days.Register at https://www.Opturo.com
Read more

A bi-weekly challenge from Andre Mirabelli & Opturo

When using a Dietz calculation for the returns of traded components of a portfolio on a single day, do all components have to use the same timing rule, or can some use all trades at open and others use purchases at open and sales at the close, etc., and still have these component returns roll…

Opturo Announces U.S. Patent For Its Application Building Technology

Opturo, a leading provider of investment analytics and data management solutions, announced the issuance of U.S. Patent No. 11,681,504, for the code-free Application Building product within its Investment Analytics & Data Management Platform.
Read more