Financial risk modeling

Tips from Mubarak Shah, the CEO of InPennyStock.com on How to Grow Your Portfolio

Retrieved on: 
Wednesday, February 19, 2020
Economy, Finance, Money, Financial risk modeling, Diversification, Investor, Investment, Foreign portfolio investment, Portfolio investment

In other words, your portfolio should meet your future capital requirements and give you peace of mind while doing so.

Key Points: 
  • In other words, your portfolio should meet your future capital requirements and give you peace of mind while doing so.
  • Most investors know that with both regular contributions to their investment portfolio and the presumed compound interest of those investments, their portfolio will grow.
  • For instance, diversification in stocks would mean holding stocks in diverse sectors, such as energy, healthcare, industrial, and so on.
  • We had a chance to chat with Mubarak Shah to get his take on how a layman investor should grow a portfolio.

5G Could Boost IT Spending in 2020, But Slowing PC Sales and Coronavirus Disruption Will Inhibit Overall Growth, According to IDC Black Books

Retrieved on: 
Tuesday, February 11, 2020
VoIP, Software, Mobile, Wireless, Networks, Internet, Hardware, Data management, Consumer electronics, Technology, Semiconductor, Security, Other Technology, Telecommunications, Downside risk, Financial risk modeling, Financial risk, Risk, Economy, Articles

However, risks remain weighted to the downside as businesses keep a tight rein on short-term investments in the face of uncertainty around the impact of the Coronavirus outbreak.

Key Points: 
  • However, risks remain weighted to the downside as businesses keep a tight rein on short-term investments in the face of uncertainty around the impact of the Coronavirus outbreak.
  • Excluding smartphones, IT spending will dip from 7% growth in 2019 to 4% in 2020.
  • The downside risk to the short-term IT spending forecast is underlined by the importance of China as a driver for much of this growth.
  • IDC's Worldwide Black Books provide a quarterly analysis of the current and projected growth of the global IT industry.

EAB Investment Group Launches First-Ever Correlation Defense Index Available on Bloomberg

Retrieved on: 
Monday, February 10, 2020
Finance, Money, Economy, Financial risk modeling, Financial ratios, Diversification, Financial risk, Bloomberg L.P., EAB, Leverage

PHILADELPHIA, Feb. 10, 2020 (GLOBE NEWSWIRE) -- EAB Investment Group , a SEC Registered Investment Advisor providing a series of proprietary alpha generating and risk mitigating strategies to advisory clients, announced today that it has launched The EAB Correlation Defense Index (CDI), a long short basket designed to provide returns negatively correlated to the S&P 500.

Key Points: 
  • PHILADELPHIA, Feb. 10, 2020 (GLOBE NEWSWIRE) -- EAB Investment Group , a SEC Registered Investment Advisor providing a series of proprietary alpha generating and risk mitigating strategies to advisory clients, announced today that it has launched The EAB Correlation Defense Index (CDI), a long short basket designed to provide returns negatively correlated to the S&P 500.
  • For the last two years EAB has been utilizing the CDI (or the Index) for client portfolios for options positioning and risk signaling purposes, and it is now available on Bloomberg terminals through their service (Bloomberg Ticker EABCDI).
  • The Index is systematically rebalanced on a quarterly basis and uses volatility, correlation, and historical ranges to provide a differentiated source of portfolio diversification and return.
  • The Index is available under license or commercial engagement and can be used in both a leveraged or unleveraged form.

MSCI Launches Solution Enabling Investors to Assess Exposure to Climate Risk

Retrieved on: 
Wednesday, February 5, 2020
Environment, Technology, Finance, Banking, Other Technology, Professional services, Software, Data management, Other Professional Services, Articles, Actuarial science, Economy, Physical geography, Climate change, Financial risk modeling, Climate history, Value at risk, Risk management, MSCI, Global warming

The MSCI Climate Value-At-Risk (Climate VaR), provided by MSCI ESG Research LLC, provides forward looking and return-based valuation assessments to measure the potential impact of climate change on company valuations.

Key Points: 
  • The MSCI Climate Value-At-Risk (Climate VaR), provided by MSCI ESG Research LLC, provides forward looking and return-based valuation assessments to measure the potential impact of climate change on company valuations.
  • As a result, managing climate risk has become an increasingly important tenet of the investment process along with the ability to measure the impact of climate change and build portfolios resilient to climate risk.
  • We acquired Carbon Delta in 2019 and MSCI Climate VaR combines MSCI ESG Researchs industry leading capabilities in ESG risk management and Carbon Deltas expertise in climate change scenario analysis.
  • The MSCI Climate VaR was developed from MSCIs Climate Risk Center in Zurich, the focal point for the development of climate change risk analytics and tools.

Castor Announces $11.0 Million Senior Secured Debt Financing

Retrieved on: 
Monday, November 25, 2019
Economy, Finance, Money, Drawdown, Financial risk, Financial risk modeling, Linear programming, Libor, Alpha Bank

The Company intends to use the net proceeds from the Alpha Bank Financing to retire its $7.5 million existing shareholder bridge loan and to fund its ongoing plans for growth.

Key Points: 
  • The Company intends to use the net proceeds from the Alpha Bank Financing to retire its $7.5 million existing shareholder bridge loan and to fund its ongoing plans for growth.
  • The Alpha Bank Financing will have a tenor of five years from the drawdown date and will bear interest at 3.50% plus LIBOR per annum.
  • We are pleased tohave concludedour firstsecured term loanfinancingwithAlpha Bank, a first class bank, at competitive terms.
  • Castor Maritime Inc. is an international provider of shipping transportation services through its ownership of dry bulk vessels.

Greater Portfolio Diversification for Kaleido Clients

Retrieved on: 
Wednesday, October 30, 2019
Economy, Finance, Investment, Diversification, Financial risk modeling, Saving, Asset classes

On October 28, 2019, the Autorit des marchs financiers granted an exemption allowing greater investment portfolio diversification for the REFLEX, UNIVERSITAS and INDIVIDUAL scholarship plans.

Key Points: 
  • On October 28, 2019, the Autorit des marchs financiers granted an exemption allowing greater investment portfolio diversification for the REFLEX, UNIVERSITAS and INDIVIDUAL scholarship plans.
  • The investment policy of the plans will be amended to incorporate some of the new asset classes permitted under the exemption, and to adjust their investment strategy based on prudent portfolio diversification.
  • Kaleido, a pioneer of education savings plans, supports families across Quebec and New Brunswick in helping their children reach their full potential.
  • Kaleido has issued $885million in educational assistance payments and savings refunds to benefit over 227,000 children, and has over $1.5billion in assets under management.

HiddenLevers Surpasses $500B in Assets on Platform, Now Disrupting BlackRock Aladdin + MSCI

Retrieved on: 
Monday, October 7, 2019
Films, Creative works, Actuarial science, Financial risk modeling, RiskMetrics, BlackRock, MSCI, HiddenLevers, Aladdin

Enterprise buyers looking to upgrade from BlackRock Aladdin and MSCI RiskMetrics and WealthBench are taking notice.

Key Points: 
  • Enterprise buyers looking to upgrade from BlackRock Aladdin and MSCI RiskMetrics and WealthBench are taking notice.
  • In contrast to the 2019 unicorn nightmares, HiddenLevers has built organically and with zero outside funding.
  • HiddenLevers is becoming the enterprise platform that many of them were hoping for a viable Aladdin killer."
  • HiddenLevers is a technology platform, providing next-level applications, business intelligence, risk analytics and economic research for the wealth management space.

Trendrating Announces Version 2.1 with Advanced Portfolio Analysis and Reporting Capabilities

Retrieved on: 
Wednesday, September 25, 2019
Economy, Finance, Money, Financial risk modeling, Investment, Financial law, Financial risk, Modern portfolio theory, Portfolio

This updated version of Trendrating makes it possible for portfolio managers to extract greater value from the web platform to easily identify more opportunities and avoid risk without changing their investment workflow process.

Key Points: 
  • This updated version of Trendrating makes it possible for portfolio managers to extract greater value from the web platform to easily identify more opportunities and avoid risk without changing their investment workflow process.
  • Trendrating 2.1 features a richer "Markets Analysis" module, where asset managers can assess macro level changes to trends by Country, Region, Sector and Industry.
  • In addition, the "Portfolio Analysis" module now offers expanded reporting functionality to more efficiently monitor specific risks in any portfolio and spot key trend reversals in time.
  • Trendrating adds a layer of intelligence to supplement any investment style in order to raise the accuracy of security selection and portfolio construction.

Trendrating Releases New Version with Enhanced Portfolio Risk Monitoring Capabilities

Retrieved on: 
Monday, June 24, 2019
Economy, Finance, Money, Investment management, Financial risk modeling, Financial management, Stock market, Wealth management, Modern portfolio theory, Investment

Key features include systematic portfolio monitoring and enhanced ranking capabilities on large universes of securities.

Key Points: 
  • Key features include systematic portfolio monitoring and enhanced ranking capabilities on large universes of securities.
  • These major updates will help portfolio managers, wealth managers and advisors to facilitate the systematic monitoring of emerging risks and opportunities across all portfolio holdings.
  • Trendrating 2.0 showcases a new Portfolio Analysis home page that enables clients to quickly spot key trend reversals and new trend developments across all their portfolios.
  • Trendrating adds a layer of intelligence to supplement any investment style in order to raise the accuracy of security selection and portfolio construction.

B.R. & Co Today Announced That Peter Shiner Has Been Appointed Vice President of Finance & Strategy, Effective June 1st

Retrieved on: 
Wednesday, May 29, 2019
Business, Economy, Articles, Corporate law, Actuarial science, Corporate finance, Shareholder value, Board of directors, Financial risk modeling

(2009-2019), where he served as a Director & Team Leader in supporting financial institutions in improving their long-term performance and delivering greater shareholder value.

Key Points: 
  • (2009-2019), where he served as a Director & Team Leader in supporting financial institutions in improving their long-term performance and delivering greater shareholder value.
  • Mr. Shiner was responsible for relationship management, risk modeling, strategy development, and market execution with C-suite executives, boards of directors, and ownership at financial institutions across 8 states.
  • from Wheaton College and an M.B.A. from Azusa Pacific University
    "I am extremely excited to have Peter on our team.
  • As we begin to set out on our national expansion, it is imperative to have the right people in place.