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Portfolio Strategy

13 Questions to Ask During a Bear Market

The Novus Platform℠ guide to data-backed conversations during turbulent markets. Based on our observations in the asset owner and asset manager space, we collected questions specifically engineered to better identify manager skillset, covering topics such as: liquidity profile, crowdedness, inflation, and timing. This guide also includes what to look for in the answers.  

Strong insights stem from asking the right questions. Investors can consider a bear market an opportunity to gain a deeper understanding of their managers’ skillsets, and even increase confidence in their allocations as a whole.  

For users of the Novus Platform, we created a template to use in conjunction with this guide. Run your portfolio, or the portfolio of a manager you’ve allocated to (assuming you receive transparency), against each question. Simply click here to access.