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CMPAS: Allocation includes: - Underutilized factor-based asset classes with better risk/reward characteristics compared to the Style Box - Leveraging of "random walk" CMAs for long-term portfolio views - Use of "mean reversion" CMAs for tactical bets, identifying over and undervalued asset classes - Optimization engine for portfolios - Asset class analysis, including potential downside risk - Sector Analysis - Scenario Analysis A single-seat license is $1,800 per year. Start your free 2-week trial today! https://buff.ly/4dytbnZ #Success #Invest #Money #AssetClass #Optimization

Asset Class Analysis is the latest feature we have added to the CMPAS platform. In this section of the software, we showcase the wide variety of S&P Dow Jones Indices asset classes that can be used in building your portfolio models or asset allocations. Our clients are able to: - Compare asset classes under both Static and Price-Driven CMAs - Identify over and undervalued asset classes - View Distance from Trend (see image) Our clients are also able to compare any two asset classes in performance risk, downside risk, sector analysis and more! Want to review these reports for yourself? Get started with a 2-week free trial today! https://buff.ly/4dytbnZ #Success #Invest #Money #AssetClass #Optimization

We are pleased to announce the publication of a piece by Capstone’s own Tom Adlard and Tom Leake in the Journal of Portfolio Management’s March 2024 Special Multi Asset Issue. Their article, “Quantifying Portfolio Diversification Benefit via Return Indifference Curves,” details how to quantitatively evaluate the balance between required returns and the diversification potential of new asset classes. Read the full piece here: https://bit.ly/JPMCapstone

Asset Class Analysis is the latest feature we have added to the CMPAS platform. In this section of the software, we showcase the wide variety of S&P Dow Jones Indices asset classes that can be used in building your portfolio models or asset allocations. Our clients are able to: - Compare asset classes under both Static and Price-Driven CMAs - Identify over and undervalued asset classes - View Distance from Trend Our clients are also able to compare any two asset classes in performance risk, downside risk, sector analysis and more! Want to review these reports for yourself? Get started with a 2-week free trial today! https://buff.ly/4dytbnZ #PortfolioManagement #Investing #Analytics #Entrepreneur #Wealth #AssetClass

With increasing capital dedicated to illiquid private market strategies combined with today’s growing complexity of portfolios and market uncertainties, many institutional investors face difficulty planning future liquidity and managing increased risk management regulatory requirements. CEPRES Predictive Intelligence enables investors to easily analyze existing, or plan complex new, portfolios by running stochastic forecasts on cash flows and stress testing portfolio compositions to optimize asset allocations for any market condition 📊 Visit our website to find out how we can transform your portfolio forecasting: https://lnkd.in/e_iBdfPp #predictiveintelligence #funddevelopments #portfolioforecasting

Unlock World Class Portfolio Analytics with CMPAS: Allocation - Choice between Static or Price - Driven “mean reversion” capital market assumptions. - Break out of the Style Box with factor-based asset classes (Low Vol, Quality, etc.) and alternative investment options provided by S&P Dow Jones Indices. - Discover potential under and/or overvalued asset classes and outperforming asset classes through Efficient Frontier Analysis. - Create implementable potential portfolio allocations with our Optimizer by using a combination of risk constraints relevant from a Portfolio Manager perspective. Want to learn more? Visit https://buff.ly/3JPJ8bx Book a demo of CMPAS by emailing [email protected] Start your free two week trial by clicking here: https://buff.ly/4dytbnZ #PortfolioManagement #Investing #Analytics #Entrepreneur #Wealth

Our collaboration with S&P Dow Jones Indices grants CMPAS access to an extensive array of asset classes not found in mainstream allocation tools. Leveraging historical data for each class, CMPAS conducts thorough risk and return analyses to construct an efficient frontier. This enables financial professionals to pinpoint undervalued or overvalued assets and uncover outperforming opportunities that may have been overlooked by their competition. Ready to gain a competitive edge? Start a free trial of CMPAS today! https://buff.ly/4dytbnZ #PortfolioManagement #Investing #Analytics #AssetClass #Wealth

Calibre's RMS solution is completely configurable and can handle multiple Asset Classes meaning we can help Asset Allocators and Fund of Fund teams. 👎 👍 Manager Ratings & Scorecards ✍ 📈 Qualitative & Quantitative analysis in one place ⚙ 🔧 Configured around your Investment Process #rms #assetallocation #fundoffunds #duediligence #researchmanagement #investmentmanagement #pensionfunds

I have been an active participant in the financial and capital markets for over 25 years. As an advisor and as an investor. I have had the opportunity to learn about financial markets as a product specialist responsible for fixed income, derivatives and structured #FX, #IR or #commodities products at major banks in London. I have been learning about #cryptocurrency markets with curiosity and disbelief for more than two years and still cannot believe the speed, scale and liquidity of this market.  Of course, there are a number of risks associated with the #crypto market that are not present in regulated financial markets. But today it is the most liquid market in the world that operates 24/7, allowing not only the purchase or sale of a given cryptocurrency, but also the possibility to invest in #Futures with the highest leverage, options, simple or structured deposits. Returns say more than words - #Bitcoin has given an average annual return of 148,9% since 2011 🚀 💥 . This is almost 10 times more than the second place US Nasdaq 100 in the list presented below. Thank you Charles-Henry Monchau, CFA, CMT, CAIA for sharing. This year is a special one for Bitcoin for at least two reasons: 1) #halving the number of bitcoin awarded to miners, and 2) #ETFs on bitcoin in the US awaiting SEC approval. These are factors supporting Bitcoin's price and liquidity in 2024.  Is it worth taking an interest in this market? To the brave the world belongs...

📢 Join New Frontier's experts on Thursday, July 18th at 1 PM ET for our Q2 Webinar! Explore recent asset allocation updates, dive into portfolio performance, and gain current market insights. 👉 Reserve your spot now and submit questions in advance: https://hubs.la/Q02Brx9b0 Eligible for 1-hour CE credit for CFP, CIMA®, and CPWA®. #NewFrontier #Webinar #InvestmentUpdates #FinancialAdvisors