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520 European ETFs Rated on TrackInsight

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Koris International, an innovative investment advisory firm, announces today the launch of the TrackInsightTM ratings of the 520 most significant European ETFs. These ratings are available for professional investors on www.trackinsight.com, an ETF comparison and selection platform.

FTSE to Promote Greater Transparency on ETFs via TrackInsight

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Koris International is pleased to announce the signing of a partnership agreement with FTSE Group, designed to provide institutions with greater insight, information and education on FTSE, FTSE MTS and Russell Indices tracked by European listed ETFs.

Bank of America Merrill Lynch Appoints Koris International as Investment Advisor

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On February 3rd 2014, Bank of America Merrill Lynch announced the launch of the Merrill Lynch Investment Solutions (MLIS) - Merrill Lynch Dynamic Capital Protection UCITS Fund, managed by Merrill Lynch International and advised by Koris International.

Research

An overview of Risk-Based Investing Approaches

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Quantitative risk assessment and management have become even more crucial since the last financial crisis and the introduction of new regulations, such as the Basel Accords and the Solvency II directive. This article aims to present a non-exhaustive literature review of the main existing risk measures as well as their integration into a portfolio management process.

ETF: Toward a Tailored Selection Approach

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Selecting an Exchange-Traded Fund (ETF) cannot be based on a sole performance measure common to all investors. Indeed, investors have their own specific investment purposes and the quality assessment of ETFs vary from one to another with regards to which indicators are favoured. Using examples of three major equity indices, Maxime Bonelli (R&D engineer at Koris International) highlights that ETF selection should be carried in an investor-specific framework founded on statistical indicators measuring the tracking quality deemed relevant by the end-investor.

Dynamic Smart Beta Investing

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Koris International recalls the latest advances of relative risk control in the Smart Beta universe, and argues that Dynamic Risk Budgeting techniques with properly defined floors can allow gaining access to their long run expected over performance while controlling for the potential underperformance to a level set ex-ante.

Events

TrackInsight @Inside ETFs Europe 2015

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Jean-René Giraud, Koris’ founder and CEO, will be speaking on Fixed-Income ETFs at the must-attend Inside ETFs Europe 2015 Conference on June 8-10 in Amsterdam organised by ETF.com, the world’s leading authority on publications and events on ETFs.

Koris’ Research to be presented at Four International Financial Academic Conferences

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Maxime Bonelli, Research & Development at Koris, will be presenting his research paper on stock market return predictability at four international academic conferences the next two months. After being peer-reviewed by different scientific committees, his research paper has been accepted for presentation in Rennes, Nantes, Paris and Amsterdam.

L’Agefi and Koris distinguish the best European ETFs

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L’Agefi and Koris International unveiled the AGEFI ETF Grands Prix winners list during the 2015 AGEFI Annual ETF and Index Fund Forum on February 5th in Paris. 12 European ETFs have been awarded within 4 asset classes on the best Tracking Difference, the best Tracking Error and the highest relative Net Inflow. To distinguish the winners, certified data from TrackInsight – the European ETF analysis platform developed by Koris International – were used.