Portfolio Personality Assessment

Sources for investment decisions

News articles, industry research reports

Low

High


Models and quantitive rankings or levels of data

Low

High


Discussions with investment professionals

Low

High


Investment team discussion

Low

High


Economic and company-specific information

Low

High


Portfolio characteristics

Median holding period

Low (1 day or less)

High (6 months or more)


Median time to put a position on or take off

Low (1 day or less)

High (6 months or more)


Time interval for risk management reporting

Low (1 day or less)

High (6 months or more)


Leverage

Low (.5 or less)

High (5x or more)


Number of positions

Low (5 or less)

High (100 or more)


Largest position size as percent of portfolio in dollar terms

Low (1% or less)

High (20% or more)


Median investment size

Low (1% or less)

High (20% or more)


Percent long

Low (0%)

High (100%)


Dollar exposure to asset classes

Developed equities

Low (0%)

High (100%)


EM equities

Low (0%)

High (100%)


Developed Sovereign debt

Low (0%)

High (100%)


EM debt

Low (0%)

High (100%)


Corporate bonds

Low (0%)

High (100%)


HY bonds

Low (0%)

High (100%)


Commodities

Low (0%)

High (100%)


FX

Low (0%)

High (100%)


Percent difference between the lowest and highest value over the past 10 years for:

Leverage

Low (1x or less)

High (10x or more)


Median investment size

Low (10% or less)

High (50% or more)


Percent long

Low (5% or less)

High (90% or more)


Median deviation from benchmark

Low (10% or less)

High (50% or more)


Portfolio volatility

Low (5% or less)

High (50% or more)


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