Perspective
April 15, 2021

Why Factor-based Indexing Trumps Capitalisation-Weighted Indexing

Why Factor-based Indexing Trumps Capitalisation-Weighted Indexing Rebalancing is the process of realigning the weightings of a portfolio of assets. Within an Exchange-Traded Fund (“ETF”), rebalancing typically occurs in semi-annual intervals…
InsightsPerspective
February 1, 2021

CIO Outlook 2021 by Jeffrey Lee, Director & CIO at Phillip Capital Management

CIO Outlook 2021 by Jeffrey Lee, Director & CIO at Phillip Capital Management Salient Points: Bright Outlook Ahead Opportunities Amidst Crisis Identifying superior growth We are cautiously optimistic on the…
Perspective
December 22, 2020

How to Perform Return Analysis with Monte Carlo Simulation

How to Perform Return Analysis with Monte Carlo Simulation  In this article, we share how investors can analyse a fund’s return through a systematic statistical lens, using the simple Monte…