“To a person with only a hammer, every problem looks like a nail.”
Charlie Munger (et al)
Presentation on engagements covering our work on testing, implementing and building situational AI models/applications for global entities.
Asset selection: How much RoT is in your portfolio?
With numerous pitches, professed insights, optimizations, superior modeling, biases, et al how do you know which asset is actually in line with your target? Our system uses your positions to conduct the comparative analysis.
Analysis services: Explainability Index (EI) and Risk of Target (RoT) are proprietary, mathematically sound and easily explainable measures that do the comparative analysis.
Let us tell you how much RoT is there!
Advisor Assessment: Using adhoc reports to evaluate Advisors?
Are you only using traditional methods like Track Record, Batting Average, Information, etc? These give general point in time and nuanced assessments which make the evaluation including for trend, relative comparisons, path profiles, situational capture, etc. difficult or open for interpretation. Our system supplements the traditional analysis with a proprietary measure that allows not only point in time but also relative and trend evaluations.
Analysis services: for implementing the Advisor Assessment Framework.
Let us give your Advisor’s Handicap!
Asset planning: Using adhoc methods and systems to plan illiquid + liquid investments?
Are you using spreadsheets and/or adhoc systems to estimate illiquid cash flows and then trying to combine them with liquid cash flows to plan, stress-tests, etc? Our system can make this a seamless and uniform process from an estimation, modeling, processing and systems perspective.
Analysis services: for developing a mathematically sound method for forecasting and stressing combined cashflows.
Let us build your complete cashflow profiles!
Post trade allocation: How much are bunched orders costing your performance?
Every entity is habitually using inefficient allocation processes leading to performance distortion among accounts. Our system uses your data to compare all alternative methods and quantifies the impact for your account. Our proprietary method (FOUR) has been mathematically proven to be more fair.
Analysis services: FOUR: the proprietary, superior method that treats all accounts in a fair and equitable manner.
Let us tell you what it’s costing you!
Synthetic data: Don’t have enough data to analyze the asset?
Perpetual quandary – ignore the issue, come up with a shallow learning approach, or use off the shelf synthetic data providers? Our system leverages technically advanced methods that are tuned to the financial markets to generate product specific data supplemented.
Analysis services: for generating synthetic data.
Let us augment your data repository!