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Diversification

Builds diversified portfolios using correlation and efficient frontier analysis.

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  • CommoditiesAnalyze commodity markets including futures curve dynamics, roll yield, and supply/demand.
  • CRM Client LifecycleDesigns client segmentation, households, service tiers, and retention for advisory firms.
  • Currencies And FxExplains exchange rates, currency hedging, and FX risk for international portfolios.
  • Digital AssetsAnalyze crypto and DeFi.
  • EquitiesAnalyze equity securities, factor models, and equity portfolio construction.
  • Equity CompensationGuides equity compensation planning for wealth management clients: RSU vesting and the.
  • Estate GiftingPlan estate architecture: exemptions, basis step-up, trusts, beneficiaries.
  • Factor InvestingApply factor models to portfolio construction and fund evaluation, from CAPM through the.