How Financial Advisors Can Turn a Cold Call Into a Discussion of Value
Webinar from 10th of May 2018, showing how Prospect of Wealth allows you to find High Net worth individuals in your area and reach out to them with a dialog about the Risk of their 401k using advanced Stress Testing from RiXtrema
Understanding the Pitfalls of Value at Risk (VAR) in Investment Strategy
Introduction Welcome to another episode of Investing Counterpoint, where today we delve into the intricacies of Value at Risk (VAR), its application, strengths, and notable weaknesses in the face...Read More
War, Oil, and Your 401K: How to Manage Risk in Times of Market Uncertainty
The war in Ukraine has created uncertainty in the global oil market, which can lead to an increase in oil prices.
Quick User Guide – Portfolio Crash Test PRO
Portfolio managers and investment advisors work with clients in a number of capacities. They assess a client's time horizon, performance objectives, and risk tolerance to determine which asset classes are the most suitable investments.
RiXtrema Responds to Riskalyze: Conclusive Proof
More on Riskalyze interest rate stress tests & ‘wildly inaccurate’ predictions? Yesterday, Riskalyze published some attacks on methodologies of their competitors, specifically RiXtrema and Hidden Levers. The day of...Read More
How RIAs are Attracting AUM With Technology
How are you leveraging technology to grow your business or find more free time?A 2019 study of Advisors by Cerulli Associates found a direct link between AUM and technology use. “Heavy” technology-using advisory firms have an average of $238.0 million in AUM compared to $106.3 million for “light” competitors. Cerulli found that advisory firms can attract AUM because they spend 34% less time resolving client service issues and have 24% more time on practice management activities. Technology does more than
Global Oil War
Our COVID-19 under-prediction An Arm Wrestle Competition between OPEC and Russia The Energy Crisis can linger longer than Coronavirus Portfolio Crash Test Pro is the best tool for crises COVID-19...Read More
How’s VaR working out?
If there is one theme that underpins our writing on risk, it is that stress testing and scenario analysis are far superior to value at risk (VaR) measures. It is...Read More
Case Study:Options Can Help To Diversify Risk
THE PROBLEM: Volatility is a threat to portfolio gains Investors feel comfortable when markets behave rationally and their portfolios trend upward with expected fluctuations along the way. However, the investment...Read More
Using The Client-View To Manage Portfolios In Portfolio Crash Test Pro
The new ability to add clients is most simply thought of as a way to organize your portfolios. It is for combining all of the client’s portfolios with their questionnaire...Read More