Adagio: Third-Party Risk Analytics

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We provide the asset management and broker-dealer communities comprehensive, quantitative risk analysis at both the individual investment and portfolio levels. By applying four-moment statistical analysis to performance data encompassing a minimum of one complete market cycle, we are able to meaningfully measure the risk (market, idiosyncratic, and tail), return, and liquidity characteristics of any investment or portfolio. For sponsors managing newer strategies, we are able to construct theoretical track records that encompasses a complete market cycle by rigorously accounting for every measurable variable that contributes to the overall performance of their rules-based strategy. This methodology does not allow for cherry picking or data fitting. When asset managers complete our quantitative risk analysis, we provide them capital introductions to the 100,000+ accredited investors and 10,000+ financial institutions within our ecosystem. π—¦π—¨π— π— π—˜π—₯𝗦 π— π—˜π—”π—¦π—¨π—₯π—˜ & π—œπ—‘π—©π—˜π—¦π—§π— π—˜π—‘π—§ 𝗖𝗛𝗔π—₯π—”π—–π—§π—˜π—₯π—œπ—¦π—§π—œπ—–π—¦ 𝗠𝗔𝗧π—₯π—œπ—« Rigorous quantitative analysis is unequivocally the only responsible method of determining asset quality and informing portfolio construction. Of the risk-adjusted performance measures, the Summers Total Risk-Adjusted Performance Measure is the only one that captures all four statistical moments while providing a user-friendly output as a percentage relative to the market. The Summers Investment Characteristics Matrix paints an accurate, comprehensive picture of the risk, return, and liquidity characteristics of any asset or portfolio regardless of asset classβ€”from equities to real property.

Company Details

Founded
-
Address
5100 Westheimer Rd, Ste 115,united States
Industry
Capital Markets
HQ
Houston, Texas
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