Are you scrambling to keep up with changes in the investment world? Do you constantly juggle client time to manage operational fire-drills?  Is the daily tactical workload keeping you from focusing on core competencies and investment values?


If so, PTT provides the expertise and solutions for you to Get Your Focus On.  As the past few years have shown, operational excellence is no longer an option.  The ability to analyze operational risk, deliver institutional reporting needs, perform due diligence, and comply with new regulations is a core requirement for success.  So, let PTT help you maintain your investment focus. 





06/11/14 - PTT Research Featured In India Analytics Magazine


PTT's work on using optimization models for managing a hedged portfolio has been featured in the June 2014 issue of India Analytics Magazine.  For more on India Analytics Magazine, click here.



09/23/13 - JOBS Act Rules Enacted

Private Funds can market directly to investors.  These new rules open new avenues for investor education, fundraising, content distribution, and brand management. However, along with flexibility, come new regulatory requirements, disclosures, and compliance steps.









PTT Simulation & Optimization Work Featured By Leading Risk & Decision Analysis Software

Palisade Corporation, the maker of @Risk and RiskOptimizer software featured PTT's work on developing a hedge optimization model.  The case study can be found here.



3D Portfolio Heatmap Use Cases 


Use Cases for 3D Portfolio Heatmaps are now available. Just click on the The Power of Visual Page and download the whitepaper and Use Case presentation.



Seminar on Advanced Portfolio Management Techniques


PTT has released a new seminar on Advanced Portfolio Management Techniques using 3-D Simulation and Monte Carlo Simulation.  The seminar deck can be found on the Research Page.




June 2014 - Increase 1.01%

Next Indicator - July 11, 2014

link to GlobeOp Capital Movement Index


For analysis and commentary on trending investment news, click on the icon above.