Crunching the numbers so you dont have to
35 YEARS OF RISK MANAGEMENT EXPERIENCE
WHY PORTFOLIO CONSTRUCTION MATTERS
WATCH THE PRESENTATION
Portfolio construction is often framed as a question of what assets to include.
But that is only half the story. The other half is how we define risk, and what changes when we optimise through different risk lenses.
In this presentation, I ask a simple question: If we are comfortable with a benchmark portfolio’s return and volatility, how much more return might be available at the same level of risk when risk is measured differently?
TRY OUR NEW PORTFOLIO CONSTRUCTION TOOL
WITH THIS TOOL YOU CAN:
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Get Returns Data
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Backfill missing data
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View Correlations and Correlation Clusters
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Include Constraints (incl. RBSA)
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Calculate Optimal Porftolios
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View Detailed Performance Attribution
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Features institutional grade Portfolio Attribution
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Features multi risk measures contribution at asset class sector and style level
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Potential for White-Labelling
WHY KIWISAVER CALCULATORS MATTER
WATCH THE PRESENTATION
With the critical importance of ensuring supplemental retirement savings (KiwiSaver) balances are sufficient to fund most New Zealanders in retirement, the online KiwiSaver calculator tools take on a new importance for the average saver.
YOU CAN DOWNLOAD THIS PRESENTATION HERE
NEW ARTICLE:
CALL FOR CHANGE IN WAY NEW ZEALANDERS SHOWN THEIR RETIREMENT SAVINGS IN FUTURE
An article by Peter Urbani of KnowRisk, published in Good Returns.
New Zealanders may be underestimating how much they need to save for retirement – and calculators that tell different stories aren’t helping, one consultant says. To view the original article at Good Returns click here
WHY DISTRIBUTIONS MATTER
WATCH THE PRESENTATION
Distributions on Finance are often assumed to be "normal".....they are NOT, see why here...
YOU CAN DOWNLOAD THIS PRESENTATION HERE
FREE CALLAN HEAT MAP TOOL
EASY INTERACTIVE CALLAN HEAT MAP
Try this FREE online tool to generate a Callan Heat Map of Asset Performances similar to the one Mercer produce but with more Assets including Gold. The current sample data set is NZ based classes, but the app has the ability for you to upload your own data set.
USEFUL TIP: The first time you open it, click on load sample data - select all - view Callan Heat Map.
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High end performance at competitive fees.
WHAT OUR CLIENTS SAY
"Peter’s Risk Management Product was a fantastic implementation of the state of the art. "
ASSOCIATE PROF. FRANK ASHE- MACQUARIE UNIVERSITY
