×

Book a live demo today!

White papers & Brochures

Strategic asset versus risk-return allocation strategies
10 mins
Strategic asset versus risk-return allocation strategies
The recent global financial crisis has highlighted the impact of market turbulence on the evolution and severity of risk. As investors care about extreme risks, it is necessary to re-think portfolio m […]
11 pages
Equivalent risky allocation

15 mins
Equivalent risky allocation

Markowitz defines risk as ‘the variance of portfolio return’. Since the publication of Mean-Variance model in 1952, many studies have shown that higher moments of distribution of returns are relevant […]
12 pages
Synthetic risk and reward indicator
8 mins
Synthetic risk and reward indicator
By introducing KID (Key Information Document), UCITS IV is adopting a standardized and simplified approach to explaining mutual fund risk to non-professional investors. The Synthetic Risk and Reward I […]
9 pages
Individual portfolio therapy

10 mins
Individual portfolio therapy

Economic context and regulatory pressures have highlighted the importance of establishing a risk profile for each investor. Instead of viewing it as a cost centre, the exercise of profiling should be […]
10 pages
Portfolio optimization
5 mins
Portfolio optimization
There are many methodologies for determining an optimal portfolio allocation. In this document we list the most popular methods and compare them with a risk-preference based approach. We also provide […]
3 pages
The cost of financial illiteracy
9 mins
The cost of financial illiteracy
Financial literacy, a crucial skill set, empowers individuals to navigate the complexities of personal finance effectively. By investing in comprehensive financial education initiatives, banks and fin […]
7 pages