Blog Full With Right Sidebar

This blog entry is published in the Financial Advisor Magazine Expert Views Risk management is all about finding the suitable risk/return profile. Suitable, that is, to the holder of the portfolio. When your client has a suitable portfolio, he or she will...

Uncategorized

Black Swans Love a Low VIX

Daniel Satchkov

17 Jun 2014

This RiXtrema blog entry is published in the Financial Advisor Magazine Expert Views As the VIX tumbles to lows not seen since before 2008, we must ponder the meaning of this complete disappearance of volatility. Are we really witnessing historically low levels...

Risk Management Risk Tolerance

What If Fed Tapers? How Does a Risk Manager Prepare?

Daniel Satchkov

19 Sep 2013

In Part 2 the stress test of Fed tapering QE is discussed as a way to cover for shortcomings of risk models. Incorporating plausible macro scenarios is necessary to make risk models relevant again. RiXtrema researchers, a legendary risk manager Barry Schachter...

Risk Management Risk Tolerance Using Larkspur-RiXtrema Tools

Why Sharpe Ratio And Other Traditional Stats Can’t Prepare You For What’s Coming

Daniel Satchkov

19 Sep 2013

Are you thinking about interest rate risk and how it might interact with equity risk? If you are using risk models, beware, they can be lying. We can improve the accuracy of the models by using portfolio stress testing, but we first...

Case Study Using Larkspur-RiXtrema Tools

Fund Crash Ratings for Wellesley, Wellington and Thornburg Income

Daniel Satchkov

18 Sep 2013

Know your funds. Detailed comparison of risk profiles of Vanguard Wellseley (VWINX), Vanguard Wellington (VWELX) and Thornburg Investment Income Builder (TIBIX) funds. Which one is more sensitive to inflation or a financial crisis? What about Fed Tapers QE scenario? The funds are...

Uncategorized Wealth Management

Managing Interest Rate Risk For Wealth Management Clients

Daniel Satchkov

17 Sep 2013

Majority of the investors are waking up to the fact that fixed income portfolios are not necessarily safest given historically low interest rates and the macroeconomic outlook. The video offers a way for financial advisors to quantify interest rate risk of any...

Blog Full With Right Sidebar

Crash Tests, Clairvoyants and Risk Managers

Black Swans Love a Low VIX

What If Fed Tapers? How Does a Risk Manager Prepare?

Fund Crash Ratings for Wellesley, Wellington and Thornburg Income

Managing Interest Rate Risk For Wealth Management Clients

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