News
Everysk Brings Traditional Capital Markets Expertise and Automation Technology to Crypto Portfolios
Everysk is a technology company specialized in automations for the financial sector. Our platform allows professionals with no coding experience to orchestrate sophisticated daily workflows. Our digital robots are tailored to risk management, performance allocation, portfolio rebalancing, dashboards, alerts, pre-trade…
Nov 2 - 3 min read
Regulatory
18f-4 Regulatory Reporting Made Easy Through Automation
A Summary of the new SEC regulation, Rule 18f-4, and how funds can fulfill the reporting requirements through automation. 1) What is the 18f-4 Regulation? In a couple months registered funds will be required to comply with Rule 18f-4,…
Aug 17 - 3 min read
Wealth
Automating Portfolio Rebalancing for Wealth Advisors
So Many Portfolios… So Little Time Monitoring multiple clients’ portfolios is one of the laborious chores of wealth management. Advisors must constantly check that their clients have investments that are compatible with their personal risk appetites. In volatile markets, portfolios…
Jul 1 - 3 min read
News
Everysk Brings Traditional Capital Markets Expertise and Automation Technology to Crypto Portfolios
Everysk is a technology company specialized in automations for the financial sector. Our platform allows professionals with no coding experience to orchestrate sophisticated daily workflows. Our digital robots are tailored to risk management, performance allocation, portfolio rebalancing, dashboards, alerts, pre-trade…
Nov 2 - 3 min read
Trading
Automating Pre-trade Compliance for Complex Portfolios
Background: Pre-trade Compliance Running a public investment fund poses considerable operational challenges. In the US, the new Rule 18f-4 will be enforced next month. In Europe, the Undertakings for Collective Investment in Transferable Securities (UCITS) are some examples. Unregulated funds…
May 1 - 3 min read
News
XP Inc. Taps Everysk for Enterprise Portfolio Risk & Automation Tech
Asset Management Units Will Leverage Everysk for Market Risk on Hundreds of Institutional Portfolios Daily. Everysk Technologies, Inc. — an investment technology company providing multi-asset portfolio analytics with data-centric, machine learning techniques — announced today that it has been selected…
Jun 7 - 3 min read
News
New Launch: Everysk’s Portfolio & Risk Automation Platform
We are very excited to announce the launch of Everysk’s new Portfolio & Risk Automation platform. Before I tell you more about the platform, let me give you a bit of context. Prior to co-founding Everysk, I was the Chief…
Apr 22 - 4 min read
News
Everysk Raises $1.3 Million Seed Round
Everysk announced today that it closed a $1.3 million seed financing round and is launching a first-ever automation system that brings real-time portfolio and risk management analytics to fund managers of all sizes. Ex-Arden Asset Management Partner, Chief Risk…
Apr 22 - 3 min read
News
Everysk nominated for the Benzinga awards 2018
We are proud to have been nominated for the 2018 Benzinga Global Fintech Awards in the “Best Proprietary Platform or API” category. The BZ Awards is a competition to showcase the companies with the most impressive technology, who are paving…
Mar 6 - 1 min read
Risk
Rate risk in the utilities sector
Last week the FT published an article titled: Rising interest rates punish US power sector. It is well known that utilities tend to underperform when interest rates are expected to rise. These companies rely on regulated assets to generate their…
Feb 25 - 2 min read
Risk
Transitive risk: Measure the impact of a rate rise in your portfolio
The Fed is starting its massive balance sheet unwind. Given the current economic recovery and inflationary pressures, higher yields need to be paid on those treasuries in order to entice new holders. Last week the bond auction was already met…
Feb 10 - 2 min read
Risk
Corporate Bond and CDS
This blog demonstrates some properties from our fixed income asset classes. Specifically we will show how Everysk can capture intricate correlation effects between a corporate bond and a credit default swap. First, let’s build a portfolio in Dashboards containing $1M…
May 29 - 3 min read
Risk
New Fixed Income Asset Classes
We are happy to announce the release of our fixed income asset class library. It is comprised of 7 new instruments, all sharing common risk elements: The new fixed income asset classes and their respective symbology prefix are: Convertibles (CONV:)…
May 22 - 2 min read
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