The Everysk Blog

Automating Portfolio Rebalancing for Wealth Advisors

So Many Portfolios… So Little Time Monitoring multiple clients’ portfolios is one of the laborious chores of wealth management. Advisors must constantly check that their clients have investments that are

Automating Pre-trade Compliance for Complex Portfolios

Background: Pre-trade Compliance Running a public investment fund poses considerable operational challenges. In the US, the new Rule 18f-4 will be enforced next month. In Europe, the Undertakings for Collective

18f-4 Regulatory Reporting Made Easy Through Automation

A Summary of the new SEC regulation, Rule 18f-4, and how funds can fulfill the reporting requirements through automation. 1) What is the 18f-4 Regulation? In a couple months registered

everysk

XP Inc. Taps Everysk for Enterprise Portfolio Risk & Automation Tech

Everysk announced today that it has been selected by XP Inc., a leading technology-driven financial services platform and trusted provider of low-fee financial products and services, to provide automated portfolio risk monitoring technology to XP’s institutional asset management business.

update

Everysk Update: October 2020

As we gear up for the end of the year, the Everysk team is working on several exciting products and tools that will help you boost your portfolio insights and operational efficiency. Below you can find recent news and some of the new features we've recently launched on our platform.

Industry Leaders Join Everysk Advisory Board

FORMER PARTNER OF GUGGENHEIM GROUP, SERIAL TECH ENTREPRENEUR NAMED TO EVERYSK BOARD PORTFOLIO ANALYTICS EXECUTIVE JOINS AS PARTNER, BUSINESS DEVELOPMENT, AT PORTFOLIO RISK & AUTOMATION TECH COMPANY FOR HEDGE FUNDS, ALLOCATORS NEW YORK, June 2, 2020 – Everysk Technologies, Inc., an investment technology company providing

analysis

New Launch: Everysk's Portfolio & Risk Automation Platform

We are very excited to announce the launch of Everysk’s new Portfolio & Risk Automation platform. Before I tell you more about the platform, let me give you a

press

Everysk Raises $1.3 Million Seed Round

Everysk announced today that it closed a $1.3 million seed financing round and is launching a first-ever automation system that brings real-time portfolio and risk management analytics to fund managers of all sizes.

stress tests

Technology vs. Energy

Three years ago the information technology sector was priced at a 50% discount to energy (see graph below). Since then, the discount has collapsed and the ratio of IT over

stress tests

"Safe" havens

An article on Bloomberg called our attention recently. The authors quote a research from Goldman Sachs contending that traditional safe havens (Gold, bonds, Yen) might not be appropriate diversifiers in

benzinga

Everysk nominated for the Benzinga awards 2018

We are proud to have been nominated for the 2018 Benzinga Global Fintech Awards in the "Best Proprietary Platform or API" category. The BZ Awards is a competition to showcase

stress tests

Rate risk in the utilities sector

Last week the FT published an article titled: Rising interest rates punish US power sector. It is well known that utilities tend to underperform when interest rates are expected to

stress tests

Transitive risk: Measure the impact of a rate rise in your portfolio

The Fed is starting its massive balance sheet unwind. Given the current economic recovery and inflationary pressures, higher yields need to be paid on those treasuries in order to entice

REST

Everysk REST API V2

We are pleased to announce the launch of our REST API V2. V2 is a powerful upgrade in terms of functionality and performance. Its most salient features are: Efficiently performs

fixed income

Corporate Bond and CDS

This blog demonstrates some properties from our fixed income asset classes. Specifically we will show how Everysk can capture intricate correlation effects between a corporate bond and a credit default

fixed income

New Fixed Income Asset Classes

We are happy to announce the release of our fixed income asset class library. It is comprised of 7 new instruments, all sharing common risk elements: The new fixed income

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