Risk Advisors advocates an investment-related approach to risk management that is designed to enhance the effectiveness of the portfolio risk-return decision-making process in the pursuit of superior risk-efficient returns.

Risk Advisors has developed a comprehensive bottom-up and top-down risk solution customized for fundamental bottom-up equity vehicles, long/short and long-only, encompassing:

Bottom-up stock-level risk analysis:

• exposure and volatility analysis

• exposure and ticker dissection across fundamental factor spectra

• historical stress testing

• liquidity analysis

• stock-level stop-loss safeguards

• stock-level alpha analysis

• historical risk-return-exposure attribution and alpha analysis

(illustrative bottom-up report on fictitious portfolio)

Top-down portfolio-level macro-factor analysis:

• portfolio sensitivity to macro asset-class and style-factor dimensions

• portfolio hedge analysis: index- and sector-equivalent replicating portfolio that best represents a fundamental bottom-up assembled portfolio

(illustrative top-down reports on fictitious portfolio)

In addition, Risk Advisors provides consulting services, with representative analyses shown alongside, specializing in:

• macro analysis

  (macro asset-class correlation regime evolution)

• market and portfolio strategy

  (S&P 500 optimal sector allocation)

• performance attribution and alpha analysis

  (alpha measurement: return decomposition approach)

Risk Advisors looks forward to working with you to complement your fundamental bottom-up-driven investment decision-making process with a comprehensive risk-management solution that is well integrated with the investment fabric of your firm.

Proprietary and confidential to Risk Advisors