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Investment Risk & Analytical Services Digest – Q2 2021

Our Investment Risk & Analytical Services (IRAS) Digest is published on a quarterly basis, bringing you updates and insights from the world of investment analytics.

By Liam Nesbitt
Senior Investment Performance Consultant, EMEA

The second edition of 2021 covers the principles of asset allocation in investment strategy, and provides insights into irrational behaviour and biases as they relate to investment decision-making. We also include articles on an exciting development within Data Direct, and on our capabilities to support ESG and socially responsible investing.

Spring is in the air and notwithstanding some delays, the roadmap for lifting COVID restrictions has been laid out across many countries, providing some optimism following the toughest of winters. If all goes to plan and vaccination programs are rolled out uninterrupted, we could see societies and economies opening again by mid-summer/early autumn.

Looking to preserve this good feeling, the Q2 IRAS Digest is here to deliver topical and stimulating insights.

First up is a fascinating look into irrational behaviour and biases as they relate to investment decision-making. Being aware of these often sub-conscious impulses and employing a logical, disciplined approach to investment decisions could help improve investment performance.

Our next article focuses on asset allocation. We discuss the principles of asset allocation in investment strategy, and how it can be measured and analysed using IRAS tools and reporting.

The third article announces an exciting development within Data Direct, which now offers access to accounting data through the MS Excel API; this allows users to extract accounting data alongside performance as a streamlined alternative to accessing it through Institutional Investor Passport.

To close, we have our usual round-up from the various IRAS teams, including an update from Performance and further details on our Environmental, Social and Governance (ESG) reporting capabilities.

Read the digest to learn more.

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