Quantitative Analysis
Shields Associates' reputation is based on having in-depth current data matched with proprietary, unbiased analysis. We use an array of assessments, screens and modeling tools to develop the intelligence essential for investment manager selection, alternative investment strategy, and portfolio risk decomposition.
Our research team is led by Shields’ Director of Research and Shields’ Investment Committee, who are experienced with both U.S. and overseas investment programs. With clients across the country and abroad, Shields Associates is depended upon for its expertise with sophisticated tools for evaluating investment opportunities wherever they arise.
Information on domestic and international managers is collected from the leading data providers:
- PSN/Effron
- eVestment Alliance
- InvestorForce/Altvest
- HFR
- Hedgefund.Net
- Lipper
- Pertrac
- Morningstar
Relying solely on quantitative tools and their output, however, is strictly avoided due to their inherent dependence on historical results. Numerical analysis is important to define a range of possible outcomes, while qualitative insights from market assessments and research meetings play an equally strong role to determine prudent strategies for the current and future market environment.
