Pearl Group

Investment grows up

Analysis, analysis, analysis. Here's some of what we do

weekly monitoring reports covering:

markets - the impact, inter alia, of regions, currencies, sectors, style & volatility

performance - distribution analysis & returns analysis, attribution & implementation costs

portfolio risks - regime & scenario analyses,

correlations & liquidity risks

weekly multi-factor risk analysis reports based on:

expected shortfalls, value at risk tracking error, omega correlations between strategies based on:

  • equity, bond & currency market returns
  • interest rate changes
  • the term structure of the yield curve
  • credit spreads
  • inflation indices
  • commodity price movements

and resulting sensitivities to macro economic factors