Behind the scenes at The Arrow Group meeting in Omaha

Financial advisors from all over the country rallied in Omaha, Nebraska, April 4 and 5 at the Embassy Suites by Hilton Omaha Downtown Old Market. Joe Elsasser, president of Covisum, started the event with exciting updates from Covisum. In the first session, members broke into accountability groups for a team-building activity featuring the Johari Window. Read more about Behind the scenes at The Arrow Group meeting in Omaha[…]

Why advisors should care about explaining risk

Understanding and explaining risk to clients By Renaud “Ron” Piccinini, PhD Why should advisors care about explaining risk? Clients typically don’t know how to feel about their portfolio returns. If they made a 5% return last year, should they feel good or bad? The answer to that question lies in the amount of risk that Read more about Why advisors should care about explaining risk[…]

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[…]

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