Covisum™ acquires PrairieSmarts’ risk technology to expand its suite of retirement planning tools

With Covisum’s newest technology acquisition, you’ll be able to estimate a client’s portfolio risk, show them in a concise report and help their bottom line. Covisum has acquired a powerful risk management platform called SmartRisk — a move that expands its suite of retirement planning tools and moves it closer to unveiling a singular web-based Read more about Covisum™ acquires PrairieSmarts’ risk technology to expand its suite of retirement planning tools[…]

Advisor Perspectives Article

New tools to prove you acted as a fiduciary Bob Veres recently conducted a review of SmartRisk Pro, one of the risk tools Covisum recently acquired through PrairieSmarts. Here’s an excerpt: With Smart Risk, you can import a client’s portfolio holdings from Orion, Redtail or a spreadsheet, and the software will calculate your “downside expectation” Read more about Advisor Perspectives Article[…]

Covisum Acquires PrairieSmarts’ risk tools to bring enhanced suite of retirement planning tools

PrairieSmarts’ risk and compliance tools to join Covisum’s line up of Social Security Timing and Tax Clarity solutions for financial professionals. OMAHA, Neb. (Feb. 21, 2017) – Two companies are joining forces to offer financial advisors powerful risk analytics with retirement planning solutions. PrairieSmarts’ advanced risk management platform for financial services professionals has been acquired Read more about Covisum Acquires PrairieSmarts’ risk tools to bring enhanced suite of retirement planning tools[…]

We’re adding portfolio risk to our expertise

The Quant: Renaud “Ron” Piccinini, PhD Covisum is excited to announce that we’ve added Ron Piccinini to our team as director of product development. Ron has spent the last 10 years building world-class risk systems, successfully supporting tens of billions of dollars of assets. Prior to joining Covisum, Ron co-founded PrairieSmarts, a software business created to Read more about We’re adding portfolio risk to our expertise[…]

How should you measure portfolio diversification?

Diversification is achieved when the gains in certain holdings of your portfolio offset the losses of other holdings. It means that you don’t have all (or most) of your eggs in the same basket. Diversification is critical because it reduces the impact of (bad) luck and isolated events on the overall performance of your portfolio. Read more about How should you measure portfolio diversification?[…]

The world’s best value markets – Investors Chronicle

Buy low, sell high is one of the oldest maxims in investment and with developed markets inflated by several rounds of quantitative easing (QE) by major central banks, the hunt for the cheapest markets is global. By using backward- and forward-looking valuation techniques we can uncover opportunities which, thanks to low-cost exchange traded funds (ETFs), Read more about The world’s best value markets – Investors Chronicle[…]

How indifferent are you to risk? – Investors Chronicle

Understanding capacity to absorb a big loss is one of the starting points in deciding investment strategy. A sensible way to look at this, is in terms of the size and frequency of losses a portfolio can be potentially exposed to, given the timeframe the investor is hoping to be rewarded in. Read More: Investors Read more about How indifferent are you to risk? – Investors Chronicle[…]

The “glove” model

When the first clients were introduced to our model, they saw the fit was so tight they nicknamed it the “glove.” Our model leverages cloud technology, which allows us to unleash tremendous computing power. This computing power allows us to discard the simplifying assumptions that were previously embedded in older models, freeing the data to Read more about The “glove” model[…]

Ideal portfolio: asset diversification is cheaper than you might think – Investors Chronical

A basic tenet of modern portfolio theory (MPT) is that logical investors want to achieve an ‘efficient portfolio’; where no other combination of available assets carries a higher expected return for the same degree of risk. Harry Markowitz, the founding father of MPT, described diversification as “the only free lunch in investing” while the right Read more about Ideal portfolio: asset diversification is cheaper than you might think – Investors Chronical[…]

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