Analytics
We love digging in to provide analysis which informs strategic decision making. Making trade-offs between risk and return as clear as possible is healthy risk-management.
We aren’t staunch advocates for eliminating risk. We just think investors should know as much as they can, because no investment is truly risk-free. Risk shows up in different forms, with some being more palatable than others.
There are certain risks investors must take — let’s identify and examine those. There are other risks investors can afford to take, and if those are risks are also well compensated, well let’s go get those returns.
A few hours of portfolio modeling and what-if analysis may improve the value-added attributes of a portfolio, sometimes substantially.
It can make sense to get to risk-efficient, and then seek out a little bit more. We explore what makes a portfolio risk-proficient.