Portfolio and Risk Analysis

... as well as management is crucial to survive in the world of investment management. But as it requires a lot of time and effort it can distract from discovering new investment opportunities. Outsource your portfolio and risk analysis or simply use our powerfull analytics tools.

These will help you calculating:
  • Value at Risk (VaR)
  • return dispersion
  • skewness of returns (fat tail risks)
  • correlation risks through Weighted Average Correlation
  • efficient frontier simulations
  • PPA recommendations
The all-in-one bundle also includes monthly discretionary short-term hedging recommendations.

Investment data is very sensitive information. We will therefore use high encryption techniques and stick to adequate privacy standards. We do not require absolute numbers if you provide us with sufficient historic performance data of your portfolio and positions as well as accurate allocation statistics.

Contact us now.