@evrgn11112231@Nasdaq Interesting that MSCI/Russell/Nasdaq rushed to make it official while S&P never formalized anything, the just floated a proposal.
Probably too late for the others to walk it back now.
Following up on this -- from an allocator's perspective, I've had great success building a bloomberg-style terminal for fund attribution with claude code.
Screenshots below, currently works on Morningstar attribution exports.
Demo: https://t.co/LGMeX1UpJP
I gave Claude every quarterly letter from my prior hedge fund along with a $FDS connector, and asked it to define the fund's philosophy and critique it.
The result was basically AGI. I would imagine every allocator should be using Claude to sift through materials. And I'm having Claude save its investment assessments of my strengths and weaknesses so it can evaluate ideas I pitch it.
Cost me $20 in credits. Not sure I could pay anyone $200 to do it for me.
$DXYZ is I think 1/3 Anthropic.
Risk Management 101 | Episode 8: The Shadow Book
Most investors think they have one portfolio....They are wrong...
They have two
The second book is the one nobody talks about
"The Shadow Book"
I have experienced this one firsthand....And honestly, this is one of the most important risk lessons I have learned
@chat_SBC not that this is enough to cause a squeeze, but Jefferies projecting $5B net flows to $MU on the Russell rebal. bigger ripple effect will be all the growth managers who have to buy to manage risk
Personally I find it easier to first run a macro in excel that creates a standardized batch file off all the quant information (tracking error, periods of outperformance, underperformance, drawdowns, attribution, etc.)... Then I run a detailed prompt on this standardized quant file + historical quarterly commentaries to build an overview of the strategy & meet prep agenda commentary.
Then have a separate workflow for reflecting on the meeting, key takeaways, etc.
Overall it does not save me much time, but it increases the resulting post-meeting analysis at least 2x than before.