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46 product(s) and free and sample content

From: Digital Banking Experience Research

Digital Banking Experience Research

We benchmark our clients’ digital journeys against their competitors using Mapa Research’s live accounts, producing behind the login insights to improve their digital experience.

From: Zephyr Portfolio Analytics

Zephyr Portfolio Analytics

Make intelligent decisions with the premier solution for portfolio analytics, research, and custom reporting.

EPFR - fund flow & allocations data, Zephyr P...

Bond guy looks at stocks

Bond guy looks at stocks

I am first, foremost and solely a US Interest Rate Strategist (call me I-rate for short) so it is with no shortage of anxiety that I dare delve into the equity market. That said, I do look at the evidence and there are things out there that make me wary of equity valuations which, all things being equal, should serve as a brake of sorts on a sharp rise in bond yields.

Zephyr Portfolio Analytics

Alternatives and Roles they play in Asset Allocation

Alternatives and Roles they play in Asset Allocation

In the aftermath of the Credit Crisis, diversification has come under the microscope. Portfolios that were traditionally considered diversified could not withstand the global reach of the crisis and protections failed when they were needed most.

Topic Asset Allocation

From: Portfolio Performance Measurement

Portfolio Performance Measurement

Create fast, reliable, third party-verified performance reports for client presentations.

  • Dedicated data management team
  • Investment monitoring and risk analytics
  • Enhanced communication

Zephyr Portfolio Analytics, WealthIQ - Financ...

statfacts-Trials Filter Maximum Value

statfacts-Trials Filter Maximum Value

If a trial's value ever exceeds the filter value, the trial is removed from the simulation.

ComplianceIQ - Financial Compliance Monitorin...

Average Up and Down Returns

Average Up and Down Returns

To calculate this statistic for a given return series r1, ..., rn, the program partitions the series in two parts, one made up of the positive returns, the other of the zero and negative returns. The average up and down returns are the respective averages of these two series.