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How to Evaluate a New Fund: What Matters Beyond Backtests

**Excerpt:** Evaluating new funds requires more than backtests for true insight. **Meta Description:** Discover key factors beyond backtests to effectively evaluate new funds and ensure sustainable, data-driven investment decisions for 2025-2030.

Style Boxes and Factor Exposures: Interpreting Portfolio DNA

**Excerpt:** Decoding portfolio risks via style boxes and factor exposure. **Meta Description:** Explore how style boxes and factor exposures reveal a portfolio's DNA, enabling informed risk management and strategic asset allocation decisions.

Fund Manager Interviews: Questions That Reveal Process Quality

Excerpt: Key questions that expose the rigor of fund managers' investment processes. Meta description: Discover essential interview questions that uncover the quality of fund managers' investment strategies and decision-making processes for better hiring choices.

Risk Budgeting: Aligning Portfolio Risk to Objectives

**Excerpt:** Risk budgeting ensures portfolio risk aligns with strategic goals. **Meta Description:** Discover how risk budgeting aligns portfolio risk with investment objectives to optimize returns and manage volatility effectively from 2025-2030.

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