- Portfolio-Based Client Segmentation -
- Offer Portfolio-Based Solutions -
- Live Monitoring Portfolio Risk -
Investment portfolios solely based on historical risk/return ratios may prove inadequately positioned in new-to-the-world and crisis situations. To avoid a false sense of security, many institutional investors have begun to stress-test their portfolio based on real-world ‘what if’ scenarios.
Verocy and Symetrics offer a unique approach to econometric asset portfolio management, called Wealth Radar, to enhance performance of assets under management and to assure compliance with regulatory requirements. We provide solutions and services to simulate, interpret and report adverse effects on asset portfolios from potential geopolitical, economic or monetary shocks.
Wealth Radar is built on the independent flexible SyMath software platform. In order to fulfil specific requirements the platform can easily be enriched with new parameters, indicators and in-house and acquired datasets. It is fully flexible and Wealth Radar is perfectly suited for:
- Stress-testing under real-world economic scenarios -
- Hedging portfolio’s for future risks -
- Simulating human behavior -
- Comparing portfolio performance to popular indicators -
- Gaining insight in the economy -
- Analyzing risk profiles -
- A conscientious protocol for decision-making, accountability and compliance -
Wealth Radar Software Solutions are build on the same versatile engine and can be tailored to serve specific requirements for private investors, asset managers, sovereign wealth funds, pension funds, insurance companies and real estate valuation.
WEALTH RADAR, the fully functional core building block for various applications. This solution is deployed within your infrastructure for real-time evaluation of :
WEALTH RADAR is capable of linear and non-linear regressions (behavioral science algorithms), efficient frontier analysis and liability analysis, all in real time. It comes with a wide variety of maco-economic data sets and allows full scalebility and flexibility as the variables can easily be enriched with new parameters, indicators and in-house and acquired datasets.
WEALTH RADAR ALM is the first asset-liability management (ALM) tool that can, next to normal linear regression, also include non-linear behavioral rules. The structure that these rules add to the used B-VAR model allow the scenario generator to produce a much broader range of qualitative dynamics than would be possible when using a standard VAR (or similar) model. It is the only ALM model capable of generating sudden qualitative changes in economic dynamics characteristic for economic crises. Allowing scenarios, behavioral rules, data series and time periods to be easily changed by the user according to his preferences. WEALTH RADAR ALM is specifically designed for
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Our team of specialists can help you confront and validate economic assumptions and assist you in setting realistic parameters. In addition, our analysts observe changing regulatory and technological environments as well as shifting monetary policies, which can help you fine-tune your strategy to manage risks. We can also help you with the integration of our solutions within your infrastructure.
Verocy has 25 years of experience in the MENA-Turkish region, being immersed in geopolitical-cultural and religious differences, the Wealth Radar partners can also act as agent or risk assessor for any available financial decision making process inward or outward bound. New options are available, such as FinTech, Real Estate and New Technology Ventures. Partners in Wealth Radar’s mother company VEROCY are fully suited to address these issues and bring the necessary C-level partners to the table.
Sovereign/Islamic Wealth - Wealth Radar provides not only the financial instruments to optimimise SWFs overall performance, based on conventional and human behavior analysis and assessments, but also is fully suited to open up new channels for SWF’s investment out-side of its current investment regions. Addressing new markets, or regions, while bringing in knowledge and networks in these areas, with a focus on infrastructure assets, real estate, energy and defense sectors in the EU, will increase not only the overall ROI of your conventional investment portfolio’s, but due to spreading of risks and mitigating fluctuating performances, additional leverage can be arranged.
Verocy and partners will provide you with all the services required for a reliable installation and integration of the Wealth Radar Software Solutions.
From Requirements definition, Solution design, New parameter-indicator-dataset integration to software development, overall project management and in-house training.
Financial professionals around the world recognize the unique nature of the ongoing financial crisis. For us this is no different. Our team of analysts have analysed the international monetary and financial arrangements and its historical context for decades, each from his own academic field of expertise. Although our financial analysts do not have a specific ‘investment belief’, they have a keen eye on the ‘beliefs’ of market participants. Oftentimes a perceived investment problem can turn out to be a chance, depending on your point of view. Our team of analysts can help you confront and validate economic assumptions and assist you in setting realistic parameters. Besides, our analysts observe changing regulatory environments as well as shifting monetary policies, which can help you fine-tune your strategy to manage risks.
In Wealth Radar, your investment portfolio can be tested in two different ways. The first is based on conventional 'linear' assumptions, i.e. straightforward economic scenarios. The SyMath platform however also allows for non-linear algorithms and can thus be equipped with different ‘behavioral rules’. Rational investors can for example be replaced with naïve, risk averse or trend-following investors. Wealth Radar is unique in its capacity to combine both linear and non-linear approaches, and it is our assertion that this combination allows you to build a much richer insight into your risk profile. It enhances strategic and tactical portfolio optimization significantly. Wealth Radar is also very much suited as a model for second opinions and reverse stress-testing clients’ economic scenarios. Wealth Radar simply allows you to substantiate your investment strategy more effectively.
Thinking in terms of economic scenarios is getting more traction. In formulating scenarios, economic theory or investment beliefs may be useful but they may also cloud judgements due to untenable assumptions or asymmetric information. At Verocy and Symetrics, we are pragmatically agnostic in that we focus on what monetary, fiscal and real economic policies are about. Whether one associates the financial crisis with secular stagnation, a shortage of safe assets, or an excessive elasticity of financial markets, we condense expert views in forward looking scenarios, integrated in Wealth Radar.
SyMath is software based on Wolfram Mathematica. SyMath’s graphical interface is exceptionally fast, compact and flexible, and has unrivalled computational capabilities. It is capable of linear and non-linear regressions (behavioral science algorithms), efficient frontier analysis and liability analysis, all in real time. With SyMath you can stress-test your investment portfolio under a suite of real-world economic scenarios, hedge portfolio’s for future risks, simulate human investment behavior, measure portfolio performance in terms of various performance indicators and gain insight in the economy and various risk profiles.
SyMath is designed by Symetrics to examine both linear and non-linear financial developments in relation to asset portfolios and measure effects of various economic scenarios on returns on investment. By adding behavioral rules and economic structure to SyMath, model output gains relevance while dependency on extensive historical datasets is reduced. The SyMAth software platform is unique as it combines:
- Hybrid Behavioral Vector Auto Regressive (B-VAR) Model -
- Translating economic scenarios into Quantitative models -
- Non-Linear Regressions (Behavioral Science) -
- Efficient Frontier analysis -
- Liability Analysis -
- Efficient real-time analysis -
- In-house, External, Public and Non-public Datasets -