Active investment management’s weekly magazine for fee-based advisors

Dave Walton

Dave Walton is co-founder and principal of StatisTrade LLC, a trading system evaluation firm that works with fund managers to evaluate and improve trading system performance using advanced statistical techniques. Mr. Walton won the NAAIM 2014 Wagner Award for one of his creative system validation methods.

Should clients really want to beat the market?

What does it take to “beat the market”? Is it more important to deliver value to clients in terms of risk-adjusted returns? Proponents of active management have been somewhat on the defensive over the past several years. With relatively strong stock...

No investment crystal ball needed

Realistically estimating strategy performance through stochastic models. Money managers have a tough job. They need to raise capital, build and maintain client relationships, keep in compliance of regulations, and then actually manage investments. All...