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.
Maximize Portfolio Performance
forward look enables investment managers to maximize the performance of their strategies by systematically reducing portfolio implementation shortfalls
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.
Reference the primary research paper that was published in the 2011 Journal of Investing. A new paper that builds on and extends our initial results is now available in the Feb 2021 edition of the Journal of Investing.
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.