Research
Blog
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Case
Studies
In-depth analyses providing implementable solutions to the most pressing advisory problems.
Research
Tools
Performance analysis and asset allocation tools to help advisors clarify their research process.
Option Scenario Analyzer
The Option Scenario Analyzer tool allows advisors to quickly build custom option strategies and assess how they would perform in pre-defined historical scenarios as well as user-generated custom scenarios.
Convexity Visualizer
The Convexity Visualizer tool allows advisors to quickly visualize the convexity of various investment strategies by plotting strategy returns vs benchmark returns.
Asset Allocator
The Asset Allocator tool allows advisors to quickly study the impact different strategies have on asset allocation.