Exploring the Capacity of Equity Strategies

What determines the amount of assets that a fund can efficiently handle? Results differ depending on what funds are grouped by, such as investment style or portfolio holdings. In this study, we provide a comprehensive overview of the elements that impact an equity strategy’s capacity and the role liquidity plays in developing a resilient strategy.

In this report, you will learn:
  • A detailed analysis of how fund-level data impacts capacity
  • How peer group analysis and risk modeling can help evaluate a fund’s capacity
  • The factors that impact, and are impacted by, a fund’s liquidity

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