Portfolio & Risk Management

Aug 01, 2022

7 min read

Changing notions of Risk Management in Automated Trading

Changing trends in risk management demand a dedicated and customised approach on time. When it comes to managing risk in trading, there is more to it that revolves around the trading activity. This interesting guide explains it all!...

Jul 27, 2022

10 min read

Diversified ETF Portfolio: From Backtesting to Live Trading

Learn to create and backtest a trading strategy using a portfolio of nine sectors ETFs & live trading on Interactive Brokers using REST API. This EPAT project is wholly coded on Jupyter Notebook....

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....