Adam Rosien

Quantifying Investing Skill: The Information Ratio

Quick, which manager is better? Manager A who consistently beats her benchmark by a full percentage point, or Manager B who sometimes beats the benchmark by as much as five percent, but who also can underperform the same benchmark by that same five percent? It’s not an easy question to answer. The difficulty lies in […]

January 26, 2011

Qian Liu

Cluster portfolios using return correlation

Motivation You might already know that diversifying your investment over uncorrelated assets is a good way to reduce risk. That’s why people watch asset return correlation closely so they can make informed decision in portfolio construction. Correlation is important not only in identifying diversification opportunities but also in understanding investment strategies’ characteristics so that we […]

January 07, 2011

Pascal-Louis Perez

Big Bang Release – kaChing is now Wealthfront

Today is the 1-year anniversary of our marketplace. This milestone marks the end of our pivot and our continued dedication to democratizing access to outstanding investment managers. In just 12 months, we’ve attracted over $100M of consumer assets and on boarded close to thirty professional managers. At 4:00pm ET sharp, while we were ringing the […]

October 19, 2010

Eishay Smith

New kaChing is live! time to invest like a Genius

  Most Emaild article at NYT! CNet NY Times LA Times Forbes Reuters Mercury News Investment News Prolx Gigaom MarketWatch Number one at Goolge Businesses Section  

October 18, 2009