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Adaptive can flag concentrations of risk within a portfolio, for example identifying the stocks with outsized contributions to a portfolio’s overall volatility.
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Sometimes you will see that a more volatile position (higher dot) can contribute less to the overall portfolio risk (shorter bar) than a less volatile position which has a bigger weight in the portfolio.
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The portfolio’s overall risk may be lower than individual components thanks to the benefits of diversification, which is a powerful allocation strategy for reducing risk.
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Select portfolio to measure a portfolio’s fit compared to various market indexes in pursuit of cost-effective, right-sized market hedges. This can produce meaningful savings for downside protection.
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Adaptive Factor Analysis does the heavy lifting to identify and right-size a market index—or a combination of indexes—which helps explain the performance of the portfolio, and can lead to significantly more cost-effective hedges.
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A basket of liquid market indexes is often less expensive than hedging a portfolio’s individual equity positions, albeit with measurable trade-offs in tracking error and correlation.
Product Description
About this Product
Factor analysis, forward & back tests for DIY downside protection:
- Risk Contribution. Portfolio risk of individual holdings.
- DIY Protection. Customized shopping list of put options.
- Backtests & Monte Carlo. Model protection costs & benefits.
About Adaptive Investment Solutions, LLC
Adaptive’s powerful fintech platform brings personalized portfolio solutions into the modern world—including one-click downside protection, income generation, and tax-smart risk rebalancing—that otherwise stubbornly remain the bespoke province of ultra high-net-worth advisory clients. Our one-of-a-kind mission is to smooth out the ride—and level the playing field—so investors of all sizes get and stay invested for long-term growth, and make the most of market downturns along the way.
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0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
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Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
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