Insights

The Institutional Portfolio Has Changed. Has Your Infrastructure?

insider@solovis.com (Solovis Insider) — Fri, 17 Jul 2026 12:53:15 GMT

4 More Solovis Risk Pro Analyses for Investment Committee and Board Materials

Admin — Sat, 11 Jul 2026 17:06:45 GMT

4 More Solovis Risk Pro Analyses for Investment Committee and Board Materials

While working on Investment Committee (IC) and Board Meeting materials, striking the right balance between summarizing takeaways and providing enough detail is no easy task. With Risk Pro, you can upload your organization's investments, create a portfolio, and surface key insights that you think are most important to your audience. As a follow up to a piece on four Risk Pro analyses for IC and Board materials, this guide highlights four additional blocks to include in meeting materials, along with sample outputs you can export or paste into a presentation, plus explanations and example takeaways for each analysis.

Factor Investing & Analysis Guide

Admin — Sat, 11 Jul 2026 17:06:22 GMT

Factor Investing & Analysis Guide

Factor investing has been around for decades. It involves targeting quantifiable characteristics or factors that are unique sources of systematic risk and return, and that are common across and within asset classes.

The Difference Between Momentum and Trend Following

Admin — Sat, 11 Jul 2026 17:05:57 GMT

The Difference Between Momentum and Trend Following

How to Identify Independent Sources of Risk for Multi-Asset Managers and Portfolios

Admin — Sat, 11 Jul 2026 17:05:38 GMT

How to Identify Independent Sources of Risk for Multi-Asset Managers and Portfolios

Using Solovis Risk Pro to Accelerate Manager Evaluation

Admin — Sat, 11 Jul 2026 17:05:25 GMT

Using Solovis Risk Pro to Accelerate Manager Evaluation

By Alex Botte, CFA, CAIA, Product Specialist, Solovis

Abstract: Manager selection, while highly important, can be a complex and lengthy exercise from start to finish. Solovis Risk Pro can help investors accelerate the overall process by providing analytics that assess whether a manager seems to be in line with its stated objective and style and how a manager can potentially fit in their portfolio.

The Bacon Factor

Admin — Sat, 11 Jul 2026 17:05:14 GMT

The Bacon Factor

The Four Pillars of Solovis Risk Pro

Admin — Sat, 11 Jul 2026 17:05:03 GMT

The Four Pillars of Solovis Risk Pro

For many years, investors relied on the assumption that combining different asset classes within a portfolio was an effective way to maximize risk-adjusted returns. A key issue with that assumption, however, is that different asset classes may be exposed to the same systematic sources of risk, or risk factors. This may lead an investor to believe they are more diversified than is actually the case.

Manager Evaluation and Due Diligence

Admin — Sat, 11 Jul 2026 17:04:51 GMT

Manager Evaluation and Due Diligence

Risk Without Return

Admin — Sat, 11 Jul 2026 17:04:37 GMT

In investing, and in life, you do not always get compensated for taking risk.