Bespoke risk management models for select investment professionals
Daily and weekly market insight delivered for improved investment decision making
What we Offer
We provide the tools to reduce the type of reactive decision making that erodes portfolio value.
Our systematic investment analysis promotes consistency over time and across portfolios, helping our clients to reduce transaction costs and improve investment decision making.
By improving our client’s awareness of “what not to do” in turbulent markets we help them to focus on making fewer and better investment decisions.
Regular Market Summaries
Market and sector analysis
Investment Insights
Navigating Rising Costs in Investments
With the rising interest rates and inflationary cost pressures of post pandemic markets, margins are tightening and funding costs are increasingly impacting portfolios.
Investment professionals need to work harder or smarter to retain their position with clients and are being driven to prove that their chosen strategy adds value at all times.
Behind the headline of investment performance, the wealth management industry is compelled to evidence that they are able to achieve optimal transaction prices, and associated costs on behalf of the clients.
The importance of effective timing and tools to evidence risk awareness on the part of the investment professional are increasingly key to issues of compliance and long term client retention.
Our Objective
We would like to introduce clients to a more considered approach for investment decision making.
Our systematic analytical models emphasize evidenced based decision making and have proven highly effective across markets, sectors, and instruments through extended investment cycles.
Wherever you might invest in listed instruments and whatever investment horizon you are considering we would like to work with you to create a bespoke portfolio risk management solution.
What do we offer?
We are a small team of seasoned investment market professionals that pride ourselves in working closely with our clients to deliver:
A formal weekly summary of markets
Wealth managers are now being challenged to demonstrate value for money as part of their “consumer duty”. In addition to justifying charges and service quality there is more focus on the advisers’ obligation to manage investment risk and return.
Access to a platform of market, sector, and single instrument analysis
Our comprehensive market coverage and robust risk management model allows our clients to place investment performance in context as market risks vary over time.
Daily exceptions reporting service where we can draw client attention to key events
Our analysis is focused on limiting the risk accepted in markets to achieve a client objective. Our clients can use our market risk product to understand when the risk exposure of their selected investment strategy may be changing.
The primary purpose of our service is to prevent an investment strategy being exposed to increased and unplanned market risks.
Features
Extensive product coverage on the following:
Fixed Income
Timescales (Daily,Weekly,Monthly)
Indices (FTSE,AIM,S&P)
Market Sectors
Geographic Regions
Commodities
Equities
ETF’s
FAQs
The next step
We provide a highly tailored service combining our data analytics and personal market reporting. To find out how we might tailor a solution for your organisation please contact us.