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Risk Analysis For A New Regime

The market has experienced a regime change in the risk factors that matter. Traditional factors don't account for the increasing impact other market participants, such as passives and other investor-types, have had on positions and portfolios. Symmetric.io provides risk aggregation across portfolios and extends it beyond traditional factors to understand interdependencies and interaction with other market participants.

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Holder Based Factor Decomposition

Symmetric has pioneered a number of holder based factors that help investors better understand their exposure to other market participants involved in a security:

  • Exposure to "fast money" co-holders, who tend to have similar risk management practices, causing them to de-risk together during periods of stress
  • Exposure to "stressed" co-holders who are more likely to de-risk their portfolios subsequently
  • Exposures to holder cohorts, such as specific investor types, including activists, Tiger Cubs, event driven managers, passives, etc.
  • Holdings based factors include hedge fund universe crowding and consensus measures
  • Holdings based factors are available in addition to traditional fundamental & technical factors (value, growth, dividend yield, momentum, etc)

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    Overlap and Liquidation Risk


    Symmetric overlap reports help investors understand:

  • Whether particular managers/portfolios have overlap amongst each other or across the entire universe of managers
  • The consistency of overlap within a portfolio or in comparison to other funds across time
  • Which funds would have the largest liquidation impact on a portfolio. High overlapping managers may exposure investor portfolios to liquidation risk, whereby a manager under stress liquidates positions creating P&L impact for a portfolio

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    Reporting


    Generate PDF & Excel reports covering performance, alpha, liquidity, and peer analysis. Reports are updated daily to reflect current market conditions. A sample of reports:

  • Portfolio Alpha: Position based StockAlpha decomposition isolates a portfolio of manager's stock-picking decisions are contributing value to the portfolio.
  • Portfolio Position Changes: Shows the top new positions, increased positions, decreased positions, inflows, outflows at a security level for a portfolio of managers
  • Flows: Shows the inflow/outflows from any custom watchlist of securities by an custom group of managers
  • Manager Summary: StockAlpha, SectorAlpha and SizingAlpha to capture how the manager's stock-picking, sector allocation, and position sizing decisions contribute value to the portfolio. Based on publicly available data.
  • Manager Crowding: Manager crowding decomposition benchmarked to any custom peer group.

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    Portfolio Aggregation

    Build & monitor portfolios of equities based on separately managed accounts, hedge funds, etc. Upload custom portfolios -- just copy and paste from Excel. Track the performance of individual portfolios and aggregate portfolios of managers daily according to their disclosed positions and contribution from StockAlpha -- the ability to pick stocks that outperform their corresponding sectors on a beta-adjusted basis.

    Create Portfolio of Funds

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    Transparent Pricing

    REGISTERED USER
    FREEper month
    Register
    •  
    • Research Managers
    • Manager Descriptions, Key Principals, & Place of Business
    • Manager Holdings & Allocations
    • Investments Reports
    • Quarterly Symmetric Top Managers Rankings
    • Symmetric News
           
           
           
           
           
         
         
    Register
    PRO USER
    $400per month (billed quarterly)
    Start 14 Day Free Trial Now
    • Everything in Registered +
    • Monitor Hedge Fund Managers
    • Real Time Performance & StockAlpha Monitoring
    • Position-level Performance Attribution & Overlap Analysis
    • Excel Download of positions & manager-metrics
    • Performance & Key Mover Alerts
    • Research Hedge Fund Managers
    • Drilldowns on StockAlpha, SizingAlpha, SectorAlpha, Absolute Return Estimates
    • Analysis of Winning / Losing Trades
    • Consensus Analysis of Individual Manager Portfolios and Positions
    • Turnover, Liquidity, Concentration Drilldowns
    • Up to twenty PDF Reports on Hedge Fund Managers
    • Screen & Compare Hedge Fund Managers
    • Sector Allocation, Turnover
    • Alpha & Return metrics, Sharpe Ratio
    • Hit Rate, Win Ratio, Slugging Percentage
    • Analyze & Benchmark Returns
    • Upload Net Return Data
    • Run Alpha, Beta, Drawdown analysis against Symmetric.io & market benchmarks
    Start 14 Day Free Trial Now
    ENTERPRISE USER
    $800per month (billed quarterly)
    Start 14 Day Free Trial Now
    • Everything in Pro +
    • Crowded Trades Analysis
    • Assess Hedge Fund Crowding of Individual Manager Portfolios and Positions
    • Upload private portfolios
    • Calculate the exposure to crowding and identify the key drivers of crowding in your portfolio
    • Access the Symmetric Research Team
           
           
           
           
           
           
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    About us

    Symmetric is commited to helping hedge fund investors understand their investments better.

    We designed Symmetric to make the skills investors demonstrate through their decisions transparent and accessible to everyone. We help investors in hedge funds answer 3 questions: What does the manager say they do? What does data show they do? And are they good at what they do?

    Contact Info

    1460 Broadway, NY, NY 10036
    866-243-4178
    info@symmetric.io
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