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Paper Abstract

Maximize Portfolio Performance

forward look enables investment managers to maximize the performance of their strategies by systematically reducing portfolio implementation shortfalls


Engineering Tools
Our Systems

We supply analytic frameworks that enable asset managers to identify, track and pre-empt shifting sources of portfolio implementation shortfalls. The analytics help retain anywhere from 50-250 basis points of alpha inherent in an investment strategy.

Our Research

forward look's research focuses on the deep structure of securities and cash transactions. Our objectives are to better understand the sources and management of portfolio implementation shortfalls, and their impacts on strategy-specific investment returns.

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Current Initiatives

Our most recent research publication (in the Feb 2021 edition of the Journal of Investing) extends our suite of operational observations and insights on the impact of operational workflows on excess returns.  The initial paper was published in the Fall 2011 edition of the Journal of Investing.


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About forward look

We are a boutique advisory that focuses on innovative contributions that investment operations can deliver to directly support portfolio performance.


We are headquartered in Boston (MA).


The company is incorporated in DE and has been in continuous operation since 1999.


Industry Perspectives

Sample what industry participants say about the importance of addressing implementation shortfalls in order to preserve alpha inherent in an investment strategy . . .


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