Seeking an Anchor: From Fund Selection to Risk Matching — An In-Depth Panoramic Analysis of 11 Active Equity Investment Frameworks
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Key Views
- The report classifies market conditions into distinct regimes and summarizes the defining characteristics of each state (Table 2).
- For each of the 11 investment frameworks, proxy indices are constructed and their performance is evaluated across the identified market states (Table 4).
- The framework-level evidence is designed to inform fund selection and to support more precise alignment between fund products and investor risk preferences.
Outlook
By mapping how different active equity frameworks behave across market regimes, the study offers a practical reference for allocating active equity funds according to prevailing market conditions and investors' risk appetites.
Key exhibits
Exhibit 1
Exhibit 2
Exhibit 3
