FundManger

US Wealth Analytics & Advisory Hub

Portfolio decisions, grounded in the numbers.

FundManger is a research and analytics platform for equity fund and wealth-management desks — asset allocation frameworks, quantitative tools and fiduciary standards, explained the way a portfolio desk would explain them.

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What FundManger Is

Analytics-first, not advice-first.

We build the frameworks and calculators that sit behind good portfolio decisions — allocation logic, compounding math, rebalancing discipline and risk measurement — presented as reference material rather than personalized recommendations.

Every article and tool is written for a self-directed reader who wants to understand the mechanics, not simply be told an answer.

Allocation Frameworks

Modern Portfolio Theory, core-satellite structures and ETF indexation, explained with worked examples.

Risk Measurement

Volatility, Sharpe ratio and Value-at-Risk concepts made calculable rather than abstract.

Compounding Tools

Growth, contribution and dividend-reinvestment engines you can run with your own figures.

Fiduciary Literacy

SEC disclosure norms, SIPC coverage limits and what a fiduciary standard actually requires.

Core-Satellite Split

US Broad Equity ETF (Core)45%
Aggregate Bond ETF (Core)25%
International Equity (Satellite)15%
Sector / Thematic (Satellite)10%
Cash & Equivalents5%

Reference mix only — not a recommendation for any individual investor.

Allocation Insights

A core-satellite structure keeps the framework legible.

A "core" of broad, low-cost index exposure does most of the work in a portfolio, while a smaller "satellite" sleeve carries more targeted positioning — international tilts, sector themes or factor exposure.

The split above is a reference mix, not a template — actual allocation depends on time horizon, risk capacity and account structure, none of which a general article can know for you.

Read the full framework

The Two-Sleeve Framework

Equity growth, fixed-income ballast.

Equity index performance displayed on a trading screen

Equity Sleeve

Equities are the growth engine of most long-horizon portfolios, historically compounding faster than fixed income over multi-decade periods while carrying materially higher short-term volatility.

  • — Broad-market index exposure as the default building block
  • — Diversified across sector and market-capitalization
  • — Time horizon is the primary variable in sizing this sleeve
Financial district skyline representing fixed income markets

Fixed-Income Sleeve

Bonds and cash instruments dampen portfolio volatility and provide a source of near-term liquidity, particularly useful as an investor's time horizon shortens.

  • — Duration and credit quality both shape sensitivity to rates
  • — Aggregate bond exposure is a common core holding
  • — Weight typically rises as goals approach

How We Research

Methodology before opinion.

Articles on FundManger separate mechanics from opinion: how expense ratios compound, how tracking error is measured, how a rebalancing band is chosen — the arithmetic first, the framing second.

Where a claim depends on assumptions — an expected return, a volatility figure — the assumption is stated explicitly rather than presented as fact.

Read our editorial governance
Analyst reviewing portfolio data and charts at a research desk

Risk & Diversification

Diversification manages risk. It doesn't remove it.

σ

Volatility

Standard deviation of returns is the most common shorthand for how bumpy the ride is likely to be.

ρ

Correlation

Diversification works best when the assets combined don't move in lockstep with one another.

VaR

Tail Risk

Value-at-Risk estimates a plausible loss threshold at a given confidence level over a set horizon.

Capital Simulators

Five tools, run with your own numbers.

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Portfolio Growth Engine

Project a blended equity/fixed-income portfolio with recurring contributions.

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Compound Growth Engine

Model lump-sum compounding at daily, monthly or annual frequency.

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Rebalancing Tool

Compare current vs. target allocation and calculate the trade needed.

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Risk Metrics

Estimate a Sharpe ratio and a parametric one-year Value-at-Risk.

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DRIP Tool

Project share accumulation from dividend reinvestment over time.

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All five tools live on one page, grouped by task.

Where To Start

New to portfolio analytics? Start with the standards.

Before running a calculator, it helps to understand the guardrails an investor should expect — what SIPC actually covers, what a fiduciary is obligated to do, and how disclosure requirements protect you.

Read Fiduciary Compliance Our Methodology