With its ability to model heavily-illiquid portfolios and to process complex multidimensional uncertainty, RiskKey® can greatly support the thought process and decision objectivity of:
CIO and investment officers
Risk and allocation officers
Manager research teams
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For endowments and foundations, R&D covers a broad range of areas, the most common area being pricing risk in extremely illiquid or complex situations.
Examples of commissioned projects and studies relevant for endowments and foundations:
Modeling and pricing risk for illiquid (or extremely illiquid) holdings
Modeling and pricing features in deals
Modeling and pricing complex real options in assets and liabilities
Minimum EBITDA growth required to compensate USD investor for taking risks in certain countries (related to co-investments and private equity direct investments)
Price of FX risk in foreign countries, including countries with no functional markets
Examples of consulting services for endowments and foundations:
Risk-based evaluation of asset allocation
Nonlinear modeling of underlying managers. This is particularly powerful in the case of hard-to-model portfolios, such as PE, VC, diversifying, or opportunistic. Based on these models, the client’s staff can then manage the portfolio independently using all features included in RiskKey®.
Objective basis for major portfolio decisions, such as liquid vs. illiquid, leverage, or allocation/spending changes
Applications of nonlinear modeling to manager vetting, portfolio construction and allocation
Accurate design of combined investment structures, such as portable alpha
Transition to risk-based portfolio implementation
New investment practices for portfolios and underlying investments
Training in multidimensional nonlinear modeling
Optimization of the “liquid” (sub)portfolio serving a private equity (sub)portfolio
Optimal liquidity sourcing; quantitative support for entries and exits
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What is the difference between Aiperion consultancy and R&D?
In consultancy, we are generally able to apply our already developed conceptual frameworks and solutions to solve clients’ problems
In R&D (projects and studies), we need to develop and apply new conceptual frameworks or solutions to solve clients’ problems
How is Aiperion supporting endowments and foundations?
We offer discounts to organizations focused on supporting women and minority owned businesses
We are able to co-fund research and modeling work related to diversity and economic equality
Internal funding option for small endowments and foundations: if you have a project which is impactful for your organization and beyond but are budget constrained, talk to us; we will consider it for internal funding