Blue Smoke

AS AN ASSET ALLOCATOR

you have options, but which path are you going to choose?

The Science and Art of Financial Risk

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Blue Smoke

ROLE OF DATA SCIENCE IN THE INVESTMENT PROCESS

ANALYZE

INTERPRET

STRATEGIZE

IMPLEMENT

VISUALIZE

 

WHO

WE SERVE

  • Institutional Allocators

  • Family Offices
  • Wealth Managers/Advisors

  • Risk Managers/Risk Officers

  • Boards and Trustees

WHAT

WE OFFER

  • Investment Module

  • Risk Module

  • Comprehensive Module (CIO/CRO)

HOW

WE PARTNER

  • Support

  • Train (Co-pilot/Coach)

  • Do it for you (Outsourced)

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CHALLENGES FOR ALLOCATORS

Cognitive

Bias

Portfolio

Extremes

Insufficient

Resources

Data

and

Product

Overload

Inefficient

Processes

Analysis

in Silos

To  Overcome

Our use of technology is a powerful enabler and differentiator – allows us to distill and disaggregate complex and extremely large datasets originating from multiple sources in order to separate signals (desired) from noise (undesired)

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Solutions and Use Cases

Financial Lab Analytical Risk Engine

(FLARE™)

Quantitative Due Diligence (QDD)

and

Investment Due Diligence (IDD)

Available as an automated or fully customized offering with the benefits of interpretation and execution (if desired) by highly experienced risk and capital allocators

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LEARN MORE >

RISK ASSESSMENT

  • Identify risk exposures and attribution / contribution

  • Multi-factor stress testing and tail risk modeling

  • Identify gaps, deficiencies and other potential trouble spots

  • Integrate regulatory, compliance and risk tolerance constraints

PORTFOLIO DESIGN/BUILD

  • Comprehensive and diversified multi-asset programs

  • Specialized and focused programs (Hedge Funds, Alternatives, etc)

  • Parameterize/Optimize/Simulate

MODEL PORTFOLIOS

  • Wide range of proprietary portfolios for multi-channel use

    • Licensing

    • Sub-advisory

    • White labeling

PORTFOLIO ADJUSTMENT

  • Address gaps and vulnerabilities 

  • Identify and implement impactful strategy and asset class additions and deletions

MANAGER FILTERING

  • Parse large datasets scientifically for outliers

  • Risk exposure isolation, targeting, and budgeting

  • Impact analysis - alpha contributors and diversifiers

  • Rationalization of fees

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WHY AP FIN LABS

Speed and Efficiency

Convergence and Integration

Flexibility and Accuracy

POWER

Interpretation and execution by experienced investment and risk professionals

EXPERIENCE

Platform used to make real-time capital allocation decisions as principal since 2016

 

Not theoretical or agency-based consulting

RELEVANCE

Early adopter of establishing robust frameworks for the inclusion and implementation of alternative investments in multi-asset programs

EXPERTISE

Fully open architecture

 

Global and unconstrained access to skill-based managers and other forms of intellectual capital

ACCESS
 
 

TALK TO US

To schedule a call with one of our team members to see how AP Fin Labs can help with your unique challenges and needs, please fill in your contact details

Thanks for requesting a demo! a team member will be in touch!

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