Portfolio & Risk Management

Jun 01, 2022

12 min read

Performance Metrics, Risk Metrics and Strategy Optimisation: An Overview

Performance metrics, risk metrics and the concept of strategy optimisation - these are the vital components of portfolio risk management. This detailed guide explains it all!...

Apr 20, 2022

12 min read

Value Investing: Meaning, Examples, Importance and More

Value investing is one of the most inquisitive investing methods. With the world of investing being so comprehensive, this blog introduces and explains all about the method of value investing....

Feb 21, 2022

6 min read

Factor Investing: What it is, Types, Pros, Cons, and More

Find out about the exclusive concept of factor investing and its importance for traders with this blog....

Dec 23, 2021

11 min read

Rule-based Portfolio to beat Market Returns

How do you create a rule-based portfolio for a retail investor? EPAT alumnus Manoj shares his EPAT project and explains....

Sep 13, 2021

13 min read

Long Short Equity Strategy

Long Short Equity Strategy is the most common trading strategy to generate higher risk-adjusted returns. The Long Short Equity Strategy deploys half of the capital in a long position and another half in a short position....

Aug 09, 2021

9 min read

Position Sizing - Terms, Trading Biases, Techniques and More

Position sizing is the methodology used to determine the size of a particular trade, strategy or portfolio of assets. Learn different position sizing techniques such as Kelly Criterion, Optimal F, CPPI, TIPP....

Jul 26, 2021

6 min read

Market Events and Performance of Algorithmic Traders

Learn about important market events like Black Swan, Grey Swan, and White Swan and the performance of algorithmic traders in each market event....

May 28, 2021

6 min read

Portfolio Analysis - Performance Measurement And Evaluation

Your guide to learning about measuring, evaluating the performance, calculating and analyzing the returns generated by your portfolio after a particular time period....

May 19, 2021

15 min read

Portfolio Allocation and Pair Trading Strategy using Python

A comparative analysis of the Portfolio Allocation Strategy with the Pair trading strategy, using the Sharpe, Sortino and Calmar ratio in the Indian Equities Market....