hiddenlevers
hiddenlevers' s headquarters is located in new york, new york. for every employee, hiddenlevers generates $ 209. 4k in revenue. hiddenlevers has 1 followers on owler .
owler has collected 14 screenshots of hiddenlevers' website since jun 2014. the latest hiddenlevers website design screenshot was captured in mar 2018 .
hiddenlevers mastermind session: top faqs of hiddenlevers from hiddenlevers on vimeo. get ready for another amazing hiddenlevers mastermind session (literally the hottest thing since sliced bread). in this episode, we gathered the most frequently asked questions our advisors hadabout hiddenlevers. your hosts, jeff + david, will dive into each question and give you the
in addition to providing access to hiddenlevers for the stress testing of prospect portfolios, global financial is also using hiddenlevers as a financial planning tool .
use hiddenlevers to stress test fixed income securities. click here for high - resolution version
we were early adopters of hiddenlevers and now consider it a key tool for our practice .
hiddenlevers' headquarters is located in new york, new york, usa 10013. hiddenlevers has an estimated 39 employees and an estimated annual revenue of 8. 2m... .
as an investment advisor, i would not want to be without an analytical tool like hiddenlevers .
hiddenlevers is the complete risk platform helping financial advisors with portfolio management needs and client friendly presentation .
since we began using hiddenlevers over a year ago, it has become an indispensable tool for us .
as a prospecting tool, hiddenlevers helps me illustrate how someone is being underserved by their current advisor .
hiddenlevers, the portfolio stress testing platform for financial advisors, today announced that it n ...
summit equities, the renowned investment advisory firm, is greenlighting hiddenlevers as a core techn ...
the company is also in discussions with pershing and td ameritrade institutional to integrate hiddenlevers into their platforms .
hiddenlevers announced thursday it has shifted its headquarters from new york city to decatur, in ano ...
about hiddenlevers hiddenlevers is quickly becoming the premier portfolio stress testing solution for both portfolio managers and financial advisors everywhere. the cloud - based platform includes a library of macro scenario research, portfolio stress testing, portfolio risk profiles, thoughtful client - facing output and an enterprise level risk monitoring. hiddenlevers is based in new york city .
about hiddenlevers hiddenlevers is quickly becoming the premier portfolio stress testing solution for both portfolio managers and financial advisors everywhere. the cloud - based platform includes a library of macro scenario research, portfolio stress testing, risk profiles for portfolios, automated risk monitoring, and thoughtful client - facing output. hiddenlevers is based in new york city .
we' ve made a significant investment in the people we serve by integrating hiddenlevers into our technology offering .
you’ve used hiddenlevers, then, to strengthen relationships with existing clients. do you use it to attract new clients ?
you’re viewing a free company profile from the pitchbook platform. to explore hiddenlevers’s full profile, request a free trial .
hiddenlevers mastermind session – smas, options, structured notes from hiddenlevers on vimeo. many advisors use hiddenlevers to model risk + return for stocks and bonds, but did you know, we can also help model nearly any type of asset class from options to structured products to alts to non - marketable securities. in our recent mastermind session, co - hosts
advisors using hiddenlevers can run various macro - economic scenarios and see what the expected outcomes are on their portfolios. hiddenlevers adds pre - specified scenarios for users to explore, for example “gold crash, ” or “revolution in the arab street. ”
hiddenlevers is a provider of next - level risk technologies, aimed at portfolio managers, financial advisors, and corporate treasuries .
jeff baker is a member of hiddenlevers, an interactive stress testing and risk platform based out of new york. hiddenlevers works with financial advisors, holistic planners, broker dealers, and asset managers to stress test investment portfolios and optimize return outcomes .
joonas is a jack of all trades, whose role at hiddenlevers is split between sql bro - gramming and relationship management. joonas spends most of his time at the hiddenlevers hq, but outside the office joonas is an accomplished pianist, theatrical performer and philanthropist. joonas has a bachelors degree in economics and public relations from syracuse university. before his stint at hiddenlevers, joonas worked as an economic researcher at the ministry of economic affairs in estonia, making him the most estonian member of the hiddenlevers team .
new york, march 01, 2017 (globe newswire) - for immediate release orion selects hiddenlevers as key t ...
atlanta, june 28, 2018 / prnewswire / - - hiddenlevers, a provider of financial risk technologies, has s ...
chicago, il - - (marketwired - jan 27, 2015) - hiddenlevers, the premier portfolio stress testing platfo ...
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at hiddenlevers, we use adjusted closing price for all total return calculations seen on the site. the definition of adjusted closing price :
most clients don' t understand asset management. with hiddenlevers, we take real - world scenarios and illustrate how their portfolio may react .
new york, ny - - (marketwired - aug 26, 2015) - hiddenlevers, the premier portfolio stress testing platf ...
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you started using hiddenlevers just a couple of months after it was launched. are you concerned about the pitfalls of being an early adopter ?
contact: raj udeshi hiddenlevers + 1 212 292 3147 email contact alexa auerbach morningstar, inc. + 1 312 696 - 6481 email contact
hiddenlevers - passes - 200b - in - assets - on - platform - opens - new - headquarters - in - atlanta - 300673927. html
envestnet has integrated with hiddenlevers to deliver its portfolio stress testing tools directly from the envestnet advisor suite. use hiddenlevers’ economic scenarios and macro correlations modeling to give clients a sense of how vulnerable their investments may be to various economic changes, and what they might do to help protect their portfolio .
with markets at highs and fears of a correction, financial advisors using orion advisor services can access hiddenlevers to model scenarios like rising interest rates, middle east turmoil, and global deflation. the single sign - on integration allows orion users who subscribe to hiddenlevers to import their account positions into the hiddenlevers cloud - based software. once there, they can visualize market beta risk, showcase hedging options, and provide an interactive experience for clients .
hiddenlevers announced thursday it has shifted its headquarters from new york city to decatur, in another sign that atlanta' s fintech scene is gaining traction .
hiddenlevers and morningstar will host a webinar on wednesday, feb. 4 at 4 p. m. et to provide additional information about the benefits of the integration and how clients can begin using the combined services. advisors can create a hiddenlevers trial account, and register for the webinar at urltoken .
new york, ny - - (marketwired - may 13, 2016) - hiddenlevers, the leading portfolio stress testing platform for financial advisors and asset managers, now has universal fixed income modeling. financial professionals subscribing to hiddenlevers risk management software can get instant risk analytics on millions of fixed income securities .
hiddenlevers' research team creates scenarios to model recessions, crises, and other economic events, using historical research and analysis on how economic indicators are correlated .
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when it comes to engaging with prospects your brand of service is your unique, competitive advantage. but with changing times technology has become the center of many firms. using the right software has become increasingly important, and financial softwares like hiddenlevers and redtail can help amplify your competitive edge to win new business. with hiddenlevers
we took a look at one company in this new game, new york city based hiddenlevers, which early this year launched a service that tries to uncover the hidden connections between economic trends and stock prices and portfolio performance. see: how hiddenlevers is using the web to bring wirehouse - type economic analysis to rias .
hiddenlevers' research team creates scenarios to model recessions, crises, and other economic events, using historical research and analysis on how economic indicators are correlated. the hiddenlevers scenario library contains almost 90 different built - in scenario outcomes covering events across a range of categories like domestic (us), monetary, global, historical, and more. these built - in scenarios are just a starting point - scenarios can be customized or created from scratch in hiddenlevers to analyze virtually any macro event .
combining interactive data' s expertise and range of fixed income evaluations with hiddenlevers risk analytics engine and scenario - based stress testing gives the market a powerful new tool ,
said andrew hausman, president of interactive data' s pricing and reference data division .
we are pleased to support hiddenlevers innovation in risk technology .
jeff assists the hiddenlevers team in sales and business development. jeff leverages his prior experience as an investment analyst to support product development as well as developing new business relationships. prior to working at hiddenlevers, jeff held investment analyst positions with ubs and raymond james. jeff is a graduate of northwestern university with a bachelors degree in economics .
, director of financial planning at global financial .
we' ve taken advantage of hiddenlevers scenarios like oil crash, global deflation and tech bubble 2. 0 .
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suhail ali leads system integration and public api development at hiddenlevers. suhail has over 15 years of experience in technical consulting in the financial services, telecom, insurance and credit card processing industries. prior to hiddenlevers, suhail was director of product development at axela technologies. he is a graduate of northern illinois university with bachelor’s degrees in computer science .
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, hiddenlevers integrations ace .
we started with our data integration and built a single sign - on in 22 hours. mad props to orion for bringing us together .
in terms of dividends, hiddenlevers includes dividends in the price history of any publicly traded investment, but does not assume reinvestment. this is in line with adjusted closing price :
in addition to being a handy tool for charting within his articles on seeking alpha, leventhal says he sees potential in hiddenlevers as a tool to help select products and to manage clients .
i use hiddenlevers scenarios in presentations in community education programs and i’ve gotten a [ few? ] new clients. it also helps distinguish me as an ria from the brokerage industry. *
to get best - of - breed fixed income data, hiddenlevers tapped interactive data corporation, a leading provider of fixed income evaluated pricing and subsidiary of intercontinental exchange (nyse: ice) .
downside risk as a topic has often been a disconnect between advisors and clients – just statistics and jargon. hiddenlevers stress testing platform employs imagery and interactive functionality to make sure everyone is engaged .
unauthorized use of your account: you agree to promptly notify hiddenlevers of any known or suspected unauthorized use (s) of your account for the service, or any known or suspected breach of security, including loss, theft, or unauthorized disclosure of your password or credit card information. hiddenlevers shall not be liable for any loss or damage resulting from your failure to safeguard your password and account .
hiddenlevers is always bringing features that help enhance client experience, improve efficiency, and help financial professionals stay ahead of the market. check out what we' ve released (so far) this year !
, group president, advisor services at envestnet .
hiddenlevers has provided a substantive value in the risk tech category, and to see global financial using it to maintain sales momentum is just fantastic .
you have a background in economics and have said that you and your firm tend to approach things quantitatively. what about advisers who aren’t as well versed in economics? can they find value in hiddenlevers ?
hiddenlevers offers sophisticated macro scenario modeling, hedging strategies and risk profiles, but makes sure the analysis is just as useful for the client - facing advisor as it is for the investment committee. “we make a huge effort to make everything understandable, even exciting, for the end client. it’s just better when advisors can talk about risk in real terms, ” says raj udeshi, co - founder, hiddenlevers .
chicago, il - - (marketwired - jan 27, 2015) - hiddenlevers, the premier portfolio stress testing platform, has teamed up with morningstar to make it easier for mutual advisor clients to stress test portfolios. subscribers of morningstar office (sm), the company' s practice management system for financial advisors, can now import portfolios directly into hiddenlevers and gauge how big picture economic scenarios might affect their investments .
. financial advisors using orion can import accounts directly into hiddenlevers, and use the stress testing tools to help clients understand risk / reward trade - offs, showcase hedging strategies, and step up their overall practice .
while it’s still early — the company launched just ten months ago — to assess its value in the investment process or its track record in correlating economic trends to asset prices, hiddenlevers has its share of devoted subscribers .
hiddenlevers has the right to withdraw or remove features of the service at any time, and without prior notice to you, with or without refunds or price adjustments, at the company & apos; s sole discretion .
hiddenlevers helps investors generate trading ideas based their economic views, and understand how big picture scenarios will impact their investments. the team is comprised of successful wall street macro - traders, economic experts, and black swan contrarians .
have set out to bring the kind of quantitative economic analysis that wall street and hedge funds rely on to independent advisors. hiddenlevers’ new ria - focused product, released two weeks ago, offers portfolio - specific scenario analysis and
not in the sense where i’ve used hiddenlevers results to, say, buy one etf over another etf, but i use it to stay in or get out of asset classes or get into new types of asset classes .
orion invited hiddenlevers to participate in fuse, its inaugural developers retreat in the utah mountains. this weekend hackathon brought together top developers of the industry' s best tech companies to get inspired and quickly hammer out new ideas .
hiddenlevers (“the company”) should be used for informational purposes only and does not constitute investment advice. if you make investment decisions based on information you receive in connection with the site, you do so at your own risk and hiddenlevers and its employees will not be liable for any losses that you may sustain. site users should conduct their own independent research and due diligence and obtain professional advice, if necessary, before making any investment decisions or recommendations .
ashleigh helps operate the hiddenlevers messaging machine and spread the gospel of client facing risk tech. through social media, digital campaigns, and conference programming, she gets fintech seekers to the front door of hiddenlevers. refusing to live in some marketing silo, ashleigh takes support calls herself just to make sure the customer experience is enjoyable. miss nails is a graduate of troy university with a bachelors in marketing and is currently pursuing her master’s in communication from purdue university .
hiddenlevers uses big data to measure millions of relationships between the economy and investments. interest rates affect home sales and oil prices, which impact the price of home depot stock. we uncover these links for 35, 000 + investments .
i think we need to say it one more time: hiddenlevers broke $ 200b in assets on our platform. that' s $ 200b being stress tested and analyzed to make sure clients meet goals and understand risk + reward! urltoken
hiddenlevers lets you change assumptions on the fly, and provides very humanizing language and visuals ,
said dixon .
the idea is to have global financial advisors use stress testing to actually build closer relationships with their clients .
nevin’s note: hiddenlevers is roughly to economic analysis what brightscope is to 401 (k) plans. they each gather and analyze data that are publicly available, package them up in useful, web - based dynamic charts, tables, and
leventhal pointed me to his recent post, a funny thing happened on my way to selling diebold, and explained that hiddenlevers’ macro profile tool helped him uncover a few relationships above and beyond what he was able to glean from other research sites .
but far from implying that our models are infallible, we enable clients to adjust assumptions and correlations throughout the system as they use it. this enables advisors to use our tools to model based on their own insights in addition to using hiddenlevers’ analysis .
another mic drop moment brought you by hiddenlevers! today, we launched sma data on our platform. every sma can be stress tested, used in proposals, and makes manager review easier than ever. see historical data + holdings on 8000 + smas. urltoken
, president and ceo of orion .
hiddenlevers fits perfectly into that new vision, as they represent web 3. 0 for advisors, in both functionality and visual appeal, and we are glad to have them as an adopter of our new interface .
no warranty or guarantee is given regarding the accuracy or completeness of the information provided on the site and under no circumstances will hiddenlevers be held responsible, or liable for errors, or omissions resulting in any loss or damage caused or alleged to be caused by information contained in the material presented on the site, including but not limited to direct, indirect, incidental, special or consequential damages caused by using the information. hiddenlevers does not sponsor or promote any of the securities or financial instruments or indices listed on the site .
2015 has brought renewed market volatility, and investor concerns about macro uncertainty are only rising ,
said raj udeshi, co - founder of hiddenlevers .
without dynamic engagement around risk in your advisory practice, you' re no better than a robot .
high - yield bonds were ground zero for the impact of tanking oil prices, but only a fifth of them were related to energy. advisors using the hiddenlevers ria risk toolkit could distinguish divergent behavior in high - yield issues, for both themselves and for their clients .
any action against hiddenlevers arising from or relating to your access to and use of the website and the provisions of these terms and conditions must be brought by you in state or federal court located in the state of georgia, county of dekalb. you consent to the jurisdiction and venue of the state and federal courts located within the state of georgia, county of dekalb, for the adjudication of all claims by hiddenlevers against you arising from or relating to your access to and use of the website and the provisions of these terms and conditions .
audrey assists the team in project management and customer relations. when she' s not aiding the product dev team in the release of new features, she uses her prior experience in marketing to build and maintain positive relationships with hiddenlevers users. she has made it her goal to ensure that users are utilizing hiddenlevers to its fullest potential and are consistently aware of how the latest updates and newest features can be used in their client workflow. audrey is a graduate of emory university, with a degree from the goizueta business school in marketing and isom .
dhwani is a full - stack developer at hiddenlevers and is responsible for developing and maintaining the company' s front - end, application, and database software. besides development, she enjoys teaching kids. she is a graduate of dharmsinh desai university with a bachelor’s degree in computer science .
based in the cloud, hiddenlevers recalculates correlations daily, doing six million regressions a day and testing them for statistical significance. the company has about 230 subscribers, including rias, hedge funds and individual users at institutions such ubs, merrill lynch, wells fargo and j. p. morgan .
“we’re trying to educate this audience on how to talk about risk with clients, ” says hiddenlevers co - founder raj udeshi. “it’s not about predicting the future, but about preserving wealth. we’re trying to help advisors deal with uncertainty and to do it without having to have ten analysts. ”
the first hiddenlevers success stories came when us treasuries got downgraded in the 2011 debt ceiling debacle ,
said ghanta .
our scenario analysis showed that the bond market would stay strong, counter - intuitively, and the pros have been using us to stress test fixed income assets ever since .
did the recent market plunge have your clients worried and stressed? your clients and models should be prepared and hiddenlevers can help. in this session we’ll cover: how to discuss risk and volatility with your clients how to make model changes to combat our current volatile environment stress testing for various potential 2018 outcomes your
is quickly becoming the premier portfolio stress testing solution for both portfolio managers and financial advisors everywhere. the cloud - based platform includes a library of macro scenario research, portfolio stress testing, risk profiles for portfolios, automated risk monitoring, and thoughtful client - facing output. hiddenlevers is based in new york city .
we work with some of the best financial advisors in the world. today’s spotlight shines on trust point advisors how did you get started with hiddenlevers? trust point’s goal was to find a portfolio risk management platform to help our investment team identify unforeseen risks in our client portfolios. when clients decide to work with us ,
here at hiddenlevers we’re continuously updating and releasing new features to help advisors. this year we’ve released new analytics, an investor policy statement, and structured note support. what is the survey tracker? survey tracking—our latest feature—is yet another utensil in our advisors’ tool box. with all your prospects + clients it can be difficult to
“if there really is a municipal bond crisis, or if the euro zone really does go into a free fall, what happens to joe smith’s portfolio that i’m managing and the specific positions that he holds? ” asks ghanta. he says that hiddenlevers is the first service geared toward rias that is meant to answer this question .
hiddenlevers provides you with risk management, client presentation, and now retirement analysis. with our newest feature, cash flow analysis, we created a new way to present potential risks of your prospect + client’s financial plans. check out the replay of this month’s mastermind as david + jeff walk through: 1. why we decided to
developed by two former wall streeters with experience in it, sales and trading, hiddenlevers looks at equities, etfs, adr shares, mutual funds, bond funds, equity options, major currencies and soon, fixed - income instruments, and correlates their movements with 130 economic “levers” or indicators over periods of two and ten years .
but hiddenlevers further hedges its revenue model by also catering to financial media. the dynamic charts that users can generate to compare economic indicators and stock prices are embeddable, so financial writers on websites like seeking alpha can use them to tell powerful stories of correlation. this functionality is only included at the $ 200 / mo price point .
increasing wages, rising rates, and looming inflation have caused a shakeup in the markets, but investors shouldn’t fret. when should investors panic about inflation and rising rates? at hiddenlevers we analyze a wide range of forward - looking economic scenarios, and many of our users have long been interested in modeling the impact of rising rates. as
absolutely. with the greek crisis, i had people who wanted to get out of all bonds. but all bonds are not created equal. when we looked at the scenarios with hiddenlevers, you could see that different types of bonds reacted differently. in some cases we stayed where we were and in some cases bought more of some bonds .
lately the faang gang (facebook, apple, amazon, netflix, google) is feeling the brunt of the market. with public mistrust and regulatory scrutiny threatening their freedom, serious risks loom for the faangs. but are these price shocks company - specific or a macro issue? within hiddenlevers, the tech bubble scenario lets us explore how these macro conditions affect
brian is hiddenlevers' front - end / ui developer. he spent 6 years with the us army in a military intelligence role, studying graphic design and web development in his free time. after his time in the army, brian held positions as a creative director and ui / ux designer while he continued to transition into his role as a front - end developer .
hiddenlevers is part of mayor michael bloomberg’s technology incubator in new york city, which is an effort to keep top tech minds from leaving the city for other tech hotspots like sillicon valley. despite being part of the incubator, udeshi says they haven’t accepted any of the venture capital offers they’ve had, and are entirely self - funded by way of their own personal investment returns .
terrell cheaves is a front end application developer at hiddenlevers and is responsible for developing and maintaining the company' s user experience and user interface design. terrell has over 10 years of development experience in digital advertising, cloud, telecom, and financial industries. he is a graduate of florida state university with a bachelor’s degree in interactive media and a master’s degree in information technology .
is quickly becoming the premier portfolio stress testing solution for both portfolio managers and financial advisors everywhere. cloud - based since its inception, the comprehensive risk tech platform includes a library of macro scenario research, interactive stress testing and scenario analysis, risk profiles for portfolios, automated risk monitoring, and thoughtful client - facing output. hiddenlevers has offices in new york city and atlanta .
with the # 2 spot in total aum growth on the 2014 forbes list of fastest growing rias (based on assets under management), global financial has been coaching advisors on how to integrate stress testing into their customer acquisition process. by offering sales training on the hiddenlevers risk analytics and reports, global financial makes an effort to include the macro context in advisor - prospect conversations .
we' re excited to provide our clients with the ability to seamlessly evaluate risk in their portfolios through the new integration with hiddenlevers ,
said tricia rothschild, morningstar' s global head of advisor solutions .
the integration of morningstar' s portfolio analytics compliments the stress testing capabilities of hidden levers and will help our advisor clients to deliver even better outcomes for investors .
“advisors who equip themselves with the most advanced wealth management tools and technology are positioned to make better decisions, implement them more effectively and communicate them in the way that best fits a client’s needs, ” said bill crager, president, envestnet. “at envestnet, we are deeply engaged in creating those capabilities. hiddenlevers allows advisors to access critical information that used to be very difficult to come by. ”
udeshi and ghanta launched hiddenlevers a year an a half ago with the retail investor in mind. this initial $ 30 / month package got things rolling, but didn’t bring in as many clients as they had hoped. along the way they realized that the data may be more valuable to advisors, who have the sophistication to interpret it and the incentive to show their clients as much info as possible to explain their portfolio selection .
as everythingman # 2, david works in multiple areas from business development to relationship management and enterprise engagements. david is able to use prior experience in the fintech space to create product ideas, develop new business relationships, and support client needs. prior to hiddenlevers, david ran two financial technology startups in options trading and ria back - office technology. david is a graduate of lake forest college with a bachelors degree in philosophy .
our bond universe coverage just got a huge shot in the arm ,
said praveen ghanta, co - founder hiddenlevers .
when the oil crash started taking its toll on fixed income in 2015, it was proof that our risk model works. stress testing laid bare which high - yield issues would be most impacted by oil volatility. our audience started asking for every name under the sun, and we listened .
udeshi met with suresh kumar, chief information officer of pershing, at t3 last week to discuss integrating hiddenlevers into netx360. “i like the concept. i don’t know if it actually works in answering the questions [ about hidden economic levers ], ” said kumar in an email to riabiz. “we need to do a deeper dive with his offering which we have offered to do. that will include getting feedback from our advisors. ”
in a stress test using a specific scenario, investment performance is projected by applying the scenario' s assumptions on lever movements to the model created for each investment through regression analysis. if a scenario forecasts oil to rise, and exxon is correlated with oil, then exxon will rise in that scenario. the hiddenlevers scenario model accounts for how multiple factors can simultaneously impact an investment, so that rising stock prices and rising oil prices don' t get double - counted .
steve zuschin has been a key member of the hiddenlevers team, leading ria sales and contributing to business development, operations, and marketing. he has a deep background in financial services, having worked in a number of roles at northwestern mutual. mr. zuschin is a graduate of california state university – chico with a bachelor' s degree in finance. he is also a member of the screen actors guild for his work in a groundbreaking commercial involving the sale of his beard .
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other risk analytics providers might only use one or two proxies for all bonds - - and many advisors might not realize this ,
said raj udeshi, co - founder hiddenlevers .
we are a big data platform, with the ability to get more specific - - identify each individual bond' s vulnerability to oil prices, several market indices, and of course, 10y treasuries. the ability to illustrate these vulnerabilities for the client or prospect is what makes asset gatherers love us .
clark is a recent graduate of the terry college of business at the university of georgia where he studied finance and traded options. he assists with business development, customer support, and marketing. clark spends his time off by hanging out with his dog, playing basketball, watching uga football, and funneling his salary into speculative bubbles. currently, clark is preparing hiddenlevers for the release of the hlcoin, which will revolutionize how the world pays for investment advisory services and transactions. contact clark to invest .
by digging deeper to show the divergent behavior of bonds to certain macro indicators, hiddenlevers creates new opportunities in fixed income. a portfolio manager can use stress testing to replace fixed income allocations damaged by exposure to oil prices. an ria can show why their allocation should withstand the impact of market events like oil volatility, a housing rebound, tech bubble 2. 0, and more. a registered rep can articulate why a more expensive managed fixed income product was chosen over an individual bond, fulfilling the dol fiduciary mandate .
hiddenlevers uses big data to measure millions of relationships between the economy and investments. interest rates affect home sales and oil prices, which impact the price of home depot stock. we uncover these links for 35, 000 + investments. the model starts by measuring the statistical relationship between economic levers and investments - several million regressions are performed as part of this process. this enables the measurement of more obvious relationships like the impact oil prices on exxon mobil, and the discovery of less obvious relationships like the impact of auto sales on television broadcasters .
richard is responsible for business development and enterprise sales for the canada market. he brings tons of enterprise deal management, sales and business development expertise to the table, and previously served at croesus and td wealth. after a 20 year tour working with canadian global banks, asset managers and wealth management firms, he is giving everything he’s got to build hiddenlevers in the canadian market. outside work, he takes his kids on long road trips in the united states, to remind them that the grass is not greener. richard holds an mba from york university .
vincent is helping develop an appetite for the hiddenlevers platform across canada and the us. he has international management, sales and business development expertise, with a particular focus on canada and china. most recently he served as vp, sales and marketing and board member for croesus, one of canada' s largest fintech companies. with stints at apple and mcgill university, vincent has created an extended network of contacts in the finance and tech communities. he spends his spare time writing songs and playing guitar. vincent only owns one bike: a honda sport touring bike .
at hiddenlevers we run millions of regressions to help our clients find potential relationships between over 25, 000 different securities and hundreds of economic indicators. the strength of our broad approach is that it enables us to find relationships that a single analyst could never find manually. we can thus rank energy companies by their relationship to oil (and gas) prices, or rank financial sector companies by their sensitivity to various interest rates. and of course having this wealth of data enables us to model the potential impact of various economic scenarios on individual securities and portfolios as well .
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the fed provides an overview of how it uses scenario - based stress testing to examine bank balance sheets and cash flows under a range of economic assumptions .
msci reviews the role of stress testing in the investment process, and includes a discussion on how to include stress testing in investment selection, hedging, and portfolio optimization .
jp morgan investment analytics & consulting provide a comparison of var and stress testing, and conclude that stress testing provides a deeper understanding of a portfolio' s sensitivities and risks .
reports, and sell on two tiers to the retail and the advisory world. see :
reporting to help advisors show their clients the economic undercurrents that support their portfolio .
“there’s a complete lack of data, ” says udeshi. “even on a bloomberg terminal which you pay $ 2, 500 a month for, there is no aggregated economic data in one place, all together, where it updates in real time. we’ve done that for the first time here. ”
udeshi and ghanta gave riabiz a demo of the site last week. the charting widgets are an impressive and innovative feat — they are the first production example we’ve seen of non - flash interactive charts, built with html5, that still have all of the functionality that one would expect from an interactive web chart .
the site still has the feel of a startup — it’s literally still a little rough around the edges graphically. but the queries come back in a snap and the workflow is simple and obvious .
reports. there are plans to automate importing of portfolios from the major portfolio management systems in the coming months, as they are able to gather beta testers to help provide feedback .
product at the retail price point for one year, an 85% discount .
“it’s one of the first things i’ve seen that ties in economic data, stock data, and commodity data and allows for some substantive economic analysis, ” says leventhal. “it puts some form around the process and takes it to the next level. ”
“i don’t just sit and talk to a client and say' i pulled this out of thin air’... this is a tool that can help explain [ portfolio selection ]. ”
according to an advisor at the t3 conference, rias often don’t do this type of analysis, mostly because the tools that are necessary are difficult to afford for an independent. udeshi and ghanta hope that their pricing will change advisors’ minds, and encourage them to rely more commonly on structured macro economic analysis .
users can also take a bottom - up approach, and use the macro trend screener to search for stocks, etfs, mutual funds, and currencies that are positively or negatively correlated with any of the economic indicators within hidddenlevers. for example, a search for mutual funds and etfs within the information technology sector that are positively correlated with airline traffic growth turned up three funds with a strong positive correlation: rydex s & p equal weight technology
a macro trend screener search for mutual funds and etfs within the information technology sector that are positively correlated with airline traffic growth .
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generate proposals that include risk tolerance capture and fee attribution, to help satisfy heightened regulatory demands .
illustrate the impact of economic risks on portfolio models, current clients and prospects' holdings .
create a digital risk officer to monitor accounts drifting from risk bands, and flag bad actor advisors + fund managers .
in a stress test, investment performance is projected using the relationships measured in step 1, applied to the scenario assumptions in step 2. if a scenario forecasts oil to rise, and exxon is correlated with oil, then exxon will rise in that scenario .
i really love the proposal report as this has helped me compete against managed mutual fund portfolios .
it has been a valuable tool both for converting prospects and for getting buy - in from our clients ...
thanks for your support. i am glad to see your firm continues its commitment ...
located in soho in downtown manhattan, our data future lab incubates early stage businesses working with computing, artificial intelligence, machine learning, or building intelligent conversational agents .
as middleman, dave is responsible for taking brian' s work and handing it to suhail. he wonders what might happen in a world where people can communicate directly via computer (or smart - phone! ?), eliminating the need for middlemen like himself. for now he feels secure in his job .
alyssia contributes in a variety of front office roles. from manning the lead intake to threatening dead beats with cancellation, alyssia can deliver a message and get it done. she previously reviewed contracts and client agreements in the back office of a sports law firm. now, her client - facing talents have space to flourish. alyssia is a graduate of the university of michigan, with a ba in political science + international studies .
andré is responsible for sales in switzerland and other european wealth management capitals. he started his career in finance, trading derivatives and designing hedging strategies. after moving to the us, he worked at merrill lynch and prudential, in trading, institutional sales, risk and asset management, compliance. previously, he was co - founder of a boutique financial planning firm in new york and has in - depth experience with cross - border fintech for us and europe. andré owns three motor bikes: an old english police bike, a triumph, and a chopper .
finally, after years of waiting, the economy is starting to show signs of significant inflation. powell seems to have little concern with inverting the yield curve and even more pundits are pointing to a market correction. on the opposite end, some financial pundits are painting a different narrative. one where the fed ignores its 2. 0 %
how you relate and interact with your clients plays a large role in client loyalty and retentions. your clients want an advisor that cares about their wants and needs, as well as someone they can trust. (i mean you are managing their money) the moment your clients don’t feel the love, they’ll leave to find
from policy makers to portfolio managers, the search for inflation is no longer coming up empty. annual cpi stands around 2. 5% , up from stated comfort levels. oil prices are above 80 usd and investors are starting to sweat. if the fed reigns in inflation, there is sure to be collateral damage. – why is the fed letting
millennials are on track to receive $ 30 trillion in inheritance alone in the next decade or so, yet only 30% of financial advisors are actively prospecting this demographic. what’s preventing you from tapping into such a large market of potential clients? my guess is the difficulty you may face trying to market to them. when
since the financial crisis, there has been one constant in the capital markets – an accommodative central bank and low interest rates. today those days are starting feel long in the tooth. the 10 - year treasury crested past 3% in april and investors expect a more hawkish fed president to move away from the easy money
curious about the ins and outs of it all? check out the new fed hawks war room above. i. the skinny: new fed hawks – why ripe? 2018: new fed chair, rising volatility, and the flattest yield curve in a decade. the fed is back in the spotlight as it deals with short - term rates exceeding
you can’t just ignore current market realities when courting new clients. in this mastermind session, we tackled the popular feature – customizable risk - forward proposals. our proposal system is the perfect presentation tool to win over a prospect or replace your current quarterly performance report. from stress test results to sector analysis to fees analysis, the proposal bundles
let’s face it – it’s china in trump’s cross - hairs, not europe. the administration is targeting chinese high - tech, apparel, and investments into the usa – far more precise moves than the blanket tariffs on industrial metals proposed earlier. still, the euphoria from tax cuts is getting replaced by fear due to protectionist rhetoric, which the chinese
the federal reserve released the details for its 2018 stress test. it’s not pretty. they’re simulating a 65% drop to the equities market and a deep recession rather than their usual 50% drop. as a part of the dodd - frank act, “too big to fail” banks must perform stress tests on their assets to make sure
with these market conditions, there’s no better time to evaluate how you are going to make sure your clients are prepared and well informed .
predicting china’s economic collapse is a popular contrarian pastime, but not a productive one. it’s true that her manufacturing days are dwindling and her addiction to credit begs for a collapse in asset values. but, it just hasn’t happened and talk of china trumping the isolationist us is now commonplace. – is a china debt
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us payrolls upside surprise this morning. job + wage growth risin, but unemployment also rising back to 4% .. that unemployment uptick is good news, not bad. it shows that more previously disenchanted folks are coming back into the labor force. # jobsreport urltoken
hiddenlevers is a financial technology company with offices located in both new york city and atlanta . it provides financial advisors and professional traders with web-based tools to assess macro risks and stress test portfolios . advisors use the correlations engine and easy user interface to help clients understand risk in portfolios , showcase hedging strategies , and compare portfolios in several macro-economic outcomes . 
hiddenlevers is a financial technology company with offices located in both new york city and atlanta. it provides financial advisors and professional traders with web-based tools to assess macro risks and stress test portfolios. advisors use the correlations engine and easy user interface to help clients understand risk in portfolios, showcase hedging strategies, and compare portfolios in several macro-economic outcomes.
hiddenlevers is a financial technology company with offices located in both new york city and atlanta. it provides financial advisors and professional traders with web-based tools to assess macro risks and stress test portfolios. advisors use the correlations engine and easy user interface to help clients understand risk in portfolios, showcase hedging strategies, and compare portfolios in several macro-economic outcomes.