Second engine

Many investment professionals have been using legacy portfolio construction and investment analysis tools that are rapidly becoming obsolete as the wealth industry migrates towards providing investors with multi-asset multi-strategy portfolios. Join us on Tuesday, October 29th for our first Second engine™ Power Hour Live Webinar to discover how your portfolio construction and investment selection workflows can be enhanced with our cutting-edge portfolio construction technology. Robert Wilson, CFA, CAIA, MBA and Pawan Vatvani from our Portfolio Construction Consultation Service Team will demo use cases for our Portfolio Analyzer and Investment Analyzer illustrating how to: - Analyze assets and strategies to the pure underlying exposures that drive portfolio risk and return. - Design "offset portfolios" that provide a better complement and diversification to the concentrated risk exposures that many ultra-high-net-worth investors have. - Identify unintended risk exposures - how to avoid a common mistake advisors make when designing model portfolios for their clients with different risk profiles. Don’t miss this opportunity to see how Second engine™ services can support you and your clients. We look forward to your participation! Register now: https://lnkd.in/gr7SmzuQ For advisors only. A division of Picton Mahoney Asset Management. #investors #portfolioconstruction #portfolios

At Second engine™, we believe that portfolio construction is the most important differentiator in the advisors’ business.    We are not talking about the old Brinson, Hood, Beebower study published in 1986 that attempted to prove that the asset mix decision is the biggest driver of portfolio result variance (who else rode that message hard back in the 90’s!). Rather, we are talking about a portfolio construction decision making framework that can make you, as a professional advisor, truly differentiated…and disciplined. Here are a few dimensions to consider: 1. Philosophy: Will you follow the modern portfolio theory or a goal-based approach? 2. Framework: Will you look at the world through an asset class lens (endowment model) or a risk factor lens (total portfolio approach)? 3. Allocation budgets: How will you allocate your risk, alpha, fee and tax budgets? 4. Implementation: You have 4 decisions to make: strategic allocation, tactical allocation, factor exposure, and manager selection. At Second engine™, we understand the importance of executing on these principles right so advisors can set themselves apart from competition. In response, we have adopted a repeatable and innovative approach in our portfolio construction services, digital tools and proprietary research to help advisors amplify their businesses while achieving efficiency and quality results for clients.  To learn more, please visit https://lnkd.in/gVFK6Y5k or reach out to us at support@secondengine.com. 

We are proud to collaborate with CAASA - Canadian Association of Alternative Strategies & Assets in the effort to provide timely insights and accessible information to further build the alternative investment community. Our Q2 2024 Second engine Liquid Alternative Indices Industry Report is now available for download on the CAASA website: https://lnkd.in/gTwUCzPP

🔧✨ We are thrilled to announce the launch of our new Second engine™ digital tool - Investment Analyzer! ✨🔧 Advisors have told us that it can be time-consuming and challenging for them to efficiently and objectively assess if they are using the best building blocks in their portfolio. We built Investment Analyzer based on our understanding of advisors’ need to optimize product selection and streamline their Know Your Product (KYP) workflows. Investment Analyzer can help advisors with: 🔍 Product Selection: Simultaneously compare multiple investment funds using standard return metrics, proprietary risk factor insights and analysis of how each fund performs in different market conditions. 📋 Manager Monitoring: Produce reports to help document product selection decisions, complement qualitative manager due diligence and support advisors in better balancing risk and reward. 📊 Boost Productivity: Enhanced visualizations to save advisors’ time or influence their stakeholders by using Investment Analyzer’s intuitive no code user interface. If you are an advisor and are ready to elevate your product selection process, explore Investment Analyzer today! https://lnkd.in/dUFVGnZJ

Has incorporating alternative strategies worked out well for advisors? Let’s find out through the efficient frontier chart below constructed using our Second engine™ Liquid Alternative Indices. The gap between the two lines highlights the excess return a traditional portfolio has historically achieved by adding even a small sleeve of alternatives, at any given level of risk. With our new Second engine™ Liquid Alternative Indices, advisors can also benefit from: 1) Comprehensive coverage of the Canadian alternative space – our suite of 11 indices includes an aggregate index representing the overall liquid alternative market as well as a series of strategy-based and goal-based indices. 2) Our collaboration with CAASA - Canadian Association of Alternative Strategies & Assets – we are excited to announce our quarterly industry report will be published regularly on CAASA’s website, providing timely insights and accessible information on Canada’s liquid alternatives. This report aims to bridge informational gaps and enhance engagement within the alternative investment community. 3) Objective performance metrics – our objectively constructed indices can help better assess manager performance and the impact of alternatives on your clients’ portfolios. We believe that liquid alternatives will play a big role in the future of investing in Canada, and we want to help you as advisors and your clients succeed in this highly dynamic market. If you want to learn more about our Second engine™ Liquid Alternative Indices, please visit our site: www.secondengine.com #CanadaInvestments #CAASA #InnovationInFinance #InvestmentAdvisors #LiquidAlternatives #PortfolioManagement