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Product Methodology

Investor Transparency: Complementing Risk Reports with Public Positions

Although managers have increased the transparency that they provide to investors, moving from just returns to monthly risk reports or better, there is a way to learn more about a manager without asking for increased private transparency: public positions.

For this report, we created an example manager with monthly risk reports that have sector and market cap breakdowns since January of 2011, along with some other top level stats like concentration of the top 10 names(%). Here we will show investors how to evaluate their managers using both private risk reports and public positions to ensure their investments are paying off.