How it works
Most of our clients find us by word-of-mouth referrals, however:
1
Our website has examples of the risk analysis that we provide. If you are interested in understanding more about what we could do for you please contact us directly.
2
We will be very happy to provide a demonstration of our modelling and how we interpret or apply our risk analysis to real time market situations.
3
As our client you are able to tailor how you might receive our analysis, ranging from a weekly report to proprietary bespoke content delivered through a web portal.
Alternatively, existing Bloomberg subscribers can access our studies via their terminals.
4
All of our content is supported by active dialogue where we draw client attention to significant and relevant market situations as they continue to evolve.
Services we offer
Regime Scores
Our regime scores form an index that allows clients to evaluate relative across a wide range of markets and instruments
Rotations Signals
Our Rotations signals identify trend exhaustion in a single instrument and are highly effective in anticipating market transitions when clustered
Risk Ladders
Our risk ladders are generated and delivered on a daily basis to anticipate buy/sell hot spots in the course of a daily market activity.
Sinergi Regime Scores for Clients
The world of trading and investing is dominated by tools and methodologies to support decision making. Many of these tools are less effective when traditional views of risk are challenged, for example when interest rates fluctuate, bond prices may behave more like equities which in turn might make equity markets more appealing without a fundamental change in their own risk profile.
Our focus has always been on evidence-based analysis, if only to understand enough about market conditions and the circumstances surrounding our successes and failures, that we could confidently repeat the successes and limit the frequency and scale of the failures.
Our regime scores sit at the core of our approach to risk management and investment decision making. Significantly, our regime scoring quantifies price movement alone so that our clients can evaluate the current and relative risk between fundamentally different investment opportunities.
Understanding that relative risk fluctuates over time is key to appreciating the importance of our regime scores. Our regime scores are not concerned with the scale of price movements as much as the nature of the movement which allows us to make relative decisions and follow a path of less resistance when:
- Setting up a portfolio;
- Rebalancing portfolios; or
- When required taking action to limit losses.
Using the ranges built into our proprietary index allows clients to lean into positive trends and consider action to reduce the impact of negative trends across the spectrum of market prices.
Sinergi Rotation Signals for Clients
Our proprietary rotation signals compliment our regime scores and reinforce awareness of points when increased price risk exists at an individual instrument level whether they are bonds, equities, ETFs, or derivatives.
Unlike our regime scoring which is a continuous metric our rotation signals flag points in price cycles where the prevailing trend is likely approaching exhaustion. These flags are significant on an individual basis but are even more compelling when witnessed as a cluster event in a particular market or sector.
Our rotation signals are best understood as a precautionary tool where a hedging strategy may be more applicable than either increasing or reducing a client’s portfolio exposure to a specific market or industry sector.
Combining our Regime Scores with our rotation signalling service reinforces our clients existing risk management framework or can be used as part of a more sophisticated hedging strategy.
Sinergi Risk Ladders for Clients
There is no doubt that our risk laddering tools are intended for more active clients. As such the delivery of risk ladder content is intended as a daily service to compliment an existing portfolio strategy.
It is worth emphasizing that our risk ladders are not predictive but intended to assist clients in establishing their own strategy for navigating immediate risk in relation to their own longer term portfolio strategy.
While we cover markets and instruments extensively, as a bespoke service we are very likely to work with a client to establish a unique portfolio of risk ladders for securities. In these cases we also work with the client to create a bespoke dashboard that the client can navigate more easily.
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.
