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
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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
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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
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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
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Empower your investment decisions with Coremont's all-in-one solution. Clarion, our cloud-based portfolio management technology, offers live risk analysis, P&L tracking and more. Our team of in-house quants construct proprietary models to manage risk across all major asset classes. Find out how Clarion delivers more insight to portfolio managers and traders. Get in touch at [email protected] if you’d like to schedule a Clarion demo. #PortfolioManagement #PMS #QuantitativeAnalysis
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Next Week! Join us for our ACPM March webinar on Thursday, March 21, 2024 at 12:30pm ET. Jim Hodapp, Senior VP and Portfolio Specialist, will speak on Preferred and Capital Securities. This is a deep dive about the preferred securities asset class and specifically explores the evolution of the asset class over the years and how the asset class fits in client portfolios from an asset allocation perspective Register here: https://lnkd.in/evJv9-wi #wealthmanagement #portfoliomanagement #portfoliomanagers #certifiedfinancialplanner #financialeducation #financialplanner #financialadvisors
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With CMPAS: Allocation, our advisors can easily view each of their portfolio model’s asset allocation at a high level or drill down to see specific asset classes. Level 1 are the most general: Equities, Fixed Income and Cash. Level 2 are Domestic, International, Investment Grade and Non-Investment Grade Level 3 are Large, Mid, Small, Developed, Emerging Markets, Treasury / Agency, Corp, Muni, Asset Backed, etc. Level 4 are Cap by Growth, Value and Core, and Country / Region, Fixed Income with Maturity Breakdown Book a demo by emailing [email protected] today! #Diversification #Growth #Risk #MarketOpportunities #Performance
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Predicting the cash flows of #MSR with accuracy requires a depth and detail in data analysis unparalleled by most other asset types. This is particularly crucial for investors who aim to calculate the extent of prepayment runoff they might successfully reclaim, a vital component for asset performance. Investors often find it necessary to evaluate this performance based on the distinct MSR pools acquired, as each may feature its own specific recapture terms. RiskSpan's Edge Platform has integrated an advanced system for overseeing MSR investment outcomes, allowing investors to monitor the performance and recapture rates of individual pools, thereby gaining a deeper insight into their portfolio's dynamics. In this discussion, we explore the unique challenges presented by MSRs, the advantages of detailed transaction segmentation, and the distinctive features of RiskSpan’s Edge Platform that facilitate these analyses.
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Asset Allocation and the Tactical Manager Finding the correct asset allocation for your client is the most critical, and difficult, decision advisors can make for their clients. Many firms end up outsourcing their models to major wirehouses and see considerable success. But there are some financial professionals who may want to take a more tactical approach to their asset allocation. CMPAS: Allocation is the perfect solution for that tactical manager. Powered by S&P Dow Jones Indices, CMPAS offers control over capital market assumptions, portfolio optimizations, extensive analytical reporting, and in-app notifications to notify managers with the latest market data. If you are looking for a tool to aid in your tactical approach to asset allocation, CMPAS is the perfect fit! Start a free trial today! https://buff.ly/4dytbnZ #Diversification #Growth #Risk #MarketOpportunities #Performance
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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...
Asset Class Returns since 2011... Source: Charlie Bilello
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