Are All Quantitative Funds the Same?

Quantitatively managed mutual funds ("quant hinds") are currently popular as evidenced by big inflows of cash and launches of new funds. Quantitative management is a method, but that method can be used in a dizzying variety of ways. Assertions about quant funds include the following: 1. Qu...

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Published in:Journal of Financial Planning 2006-12, Vol.19 (12), p.42
Main Author: Riepe, Mark W
Format: Article
Language:English
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Financial planners
Financial planning
Investment policy
Mutual funds
Portfolio management
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description Quantitatively managed mutual funds ("quant hinds") are currently popular as evidenced by big inflows of cash and launches of new funds. Quantitative management is a method, but that method can be used in a dizzying variety of ways. Assertions about quant funds include the following: 1. Quant is value in disguise. 2. Quant is small-cap in disguise. 3. Quant is more risk-controlled. 4. The recent superior performance of quant is an artifact of the small-cap and value tilts. The bottom line is that quant is a different approach to money management, but ultimately the models that drive these funds are built and overseen by people who have a wide variety of skills, experiences, and preconceived notions as to what does and does not work when it comes to money management. Investors need to approach any potential purchase with eyes wide open and not be blinded by marketing spin.
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subjects Financial planners
Financial planning
Investment policy
Mutual funds
Portfolio management
title Are All Quantitative Funds the Same?
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