Synertree Financial Technology
200-1847 Marine Drive V7V 1J7 West Vancouver, BC, Canada

Stress Testing for Your Portfolio Stress testing is a risk management method to evaluate the impact on portfolio values of potentially negative events. Gloabl Association of Risk Professionals (GARP) recently released a post "COVID-19 Calls for New Risk Measures" highlighted some problems of our traditional risk assessment.

"If's not broken, why fix it?" Top three economies except China are in the bottom of fintech adoption chart. (source: Bloomberg) #fintech

IMD World Competitiveness Ranking 2019 - Singapore took the top while Canada dropped to 13 from 10.Weighted by government efficiency, business efficiency, and infrastructure.

The growth of private debt means the lending platform is becoming more efficient and the cost of borrowing is still low in the lower end of the capital flow funnel. Learn how you can expand your business. #cfoservices

How new lease standard on US GAAP and IFRS affect financial analysis https://www.cfainstitute.org//posit/cfa-leasing-paper.ashx

Some common valuation mistakes in private company valuation: 1. Uncleaned financial statements 2. Correct multiple metrics with incorrect industry multipliers 3. Incomplete qualitative factors

Risk Reversion Algo performance YTD +22% #algo #proprietarytrading #manageyourrisk #portfoliomanagement

https://synertree.ca/portfolio-management-in-fintech/

https://synertree.ca/why-third-party-model-portfolios/

Can investment advisor service the gap? Most older investors now need higher levels of digital offering.

Do you have a solution? One of the top 10 trends in 2019 for business intelligence - Platform & Data Curation https://www.tableau.com//business-intelligen/data-curation

Synertree CubitBlack Signal Changed with Risk at Cautious level.

The 80/20 rule is becoming a 90/10 rule for investment advisory firms. Practice sustainablility. Collective intelligence + Data + right partners. Synertree Capital Management Services Inc. source: FINRA hashtag#managedservices hashtag#sustainability hashtag#investmentadvisory

If empirical evidence is a guidance of the future....MSCI's historical chart might tell us something. https://www.msci.com/financial-crisis

The path to the AI financial industry. The growing open source and capital invested in AI that lead to Google's haircut appointment by AI. AI investment and search trend. Source: Autonomous NEXT, Google Trends, Pitchbook Data

My Advisor uses 3rd Party Model Portfolios. Why? Model portfolios managed by third party are also known by some RIA in the industry as the separately managed account. Investment advisors use them for accounts with higher AUM (asset under management). There are many benefits for a RIA to use third-party model portfolios. Most prominently, the RIA does not make trade and asset allocation decisions. The RIA is expected to know the product (KYP) but does not necessarily have in-depth knowledge about each security within the model portfolio. The hands-off management allows RIA to focus on client relationships and financial planning and less on trade executions and market research.... https://synertree.ca/why-third-party-model-portfolios/

Factors for valuing cryptocurrencies 1. Node Count 2. Demands 3. Adoptions... 4. USD & CPI Inflation 5. Production Cost 6. Regulation See more

Investment of the future from CFA provides great contents such as fintech disruptions and purposeful capitalism. It is available for all to download. Get your copy. https://www.cfainstitute.org//surv/investment-firm-future

Use Synertree Optimizer's questionnaires to generate risk profiles for your clients. Advisers can determine a clients risk profile by ascertaining his behavioural preferences.

Manage risks and the probability of price loss for your portfolio. Synertree Optimizer automates risk amangement process to help you quantify risks.

Search opportunities, quantify stock values using fundamental, momentum, quantitative methods, and nobel prize winning models.

Want to optimize your ETF portfolio for your clients? Need to show your clients what real value proposition means? Take a look at how Synertree's Optimizer gets it done for your investment practice in seconds.

"The Feds hypothetical scenarios were much harsher this year, including a 65 percent drop in stock prices and a U.S. economic contraction of as much as 8.9 percent. The worst point in tests for the past three years didnt exceed 7.5 percent. The scenarios created bigger theoretical losses for firms that have large capital markets businesses. "

The Only Value Proposition Platform Investment Professionals Ever Need - Optimizer

Investment Technology

Value propositions in minutes. Build Great Investment Portfolios | Synertree https://synertree.ca/synertree-ptg-april-report-card/

Performances Powered by CubitBlack - https://mailchi.mp//top-technical-analyst-joined-synertree

CubitBlack for Professional Managers - https://mailchi.mp/87289df55725/synertree-pm-services

More US debt than any other country. Learn more: https://wef.ch/2Gy3RTj

Synertree Proprietary Trading Group March Report Card Mandate: Risk Neutral | Intact Returns in March: 1.54% (YTD Returns: 2.81%) comparing SP500(SPX) -2.54%... Volatility: 0.14% comparing to SP500 1.96% & World 1.08% See more

How deregulation changes US banks.

The dumb but effective way to build portfolios. https://blogs.cfainstitute.org//dumb-alpha-the-ignoramuss/

Math jokes are the best.

February Report Card

Synertree CMS proprietary trading group added FB

#letsmeasureup https://www.letsmeasureup.org/