Category: Financial

CORE / SATELLITE PORTFOLIO DESIGN METHODOLOGIES U.S. PATENT NO. 8,341,060 B2

Posted Decision Technologies CorporationPosted in Financial, Products

Decision Technologies Corporation Trustee Empowerment & Protection, Inc. March 30, 2020 Report Abstract Our patented Core / Satellite strategy was designed to help fine tune overall portfolio risk exposure / volatility – optimizing the portfolio’s risk/return profile.This report provides summary description of the strategy together with the rationales and techniques needed to implement it. Introduction / Overview During the 2008 / 2009 Crash we observed that an extraordinarily high number of active managers (far more than usual) had underperformed benchmark indexes in their respective asset classes.  As downside volatility surged, the volatility of active managers (the holdings of nearly all […]

Selling Low and Buying High – How Crises Turn Investment Principals Upside Down

Posted Decision Technologies CorporationLeave a commentPosted in Financial, Uncategorized

March 23, 2020 By Eric S. Smith, J.D. The current situation is much different in cause but similar in effect to the 2008 / 2009 Crash, and the eventual recovery may be much different as well.  Much like the 2008 / 2009 Crash, the recent sell-off has generated multiple dire predictions, with a resulting surge in gloom and doom reporting.  Now, like then, all of this has led to escalating investor concern, with many investors fearfully rushing to “get out” of the equity markets. News channels are now filled with “expert” commentators telling viewers that “this is not like the […]

Pension Trustees – ARE YOU PREPARED? / A LESSON FROM THE LAST CRASH

Posted Decision Technologies CorporationLeave a commentPosted in Financial

March 23, 2020 The timing of the Article “Are You Prepared? / A Lesson From the Last Crash”, written by Eric S. Smith, J.D. on November 10, 2019, appears to have been clearly “prophetic” in its intended protective effect in view of the current dramatic market conditions. When this message was first written, toward the end of 2019 and in the first two months of 2020, stock markets were at all-time highs. There was, however, a growing concern that another crash might be coming, but few then could have guessed its current cause and severity.  The last crash devastated Taft-Hartley […]

Complying with New National & State “Fiduciary” and “Best Interest” Rules – A New Solution

Posted Decision Technologies CorporationLeave a commentPosted in Financial

The new regulatory initiatives by the SEC, DOL, and an increasing number of states, as well as recently filed lawsuits challenging them, are causing tremendous uncertainty. It’s clear that “something is coming” but, exactly what? Will compliance simply require increased disclosure, or will something more be required? Either way, there’s now a solution. The apparent goal of these regulatory efforts is an attempt to ensure that what is recommended by RIAs and BDs is in their clients’ best interests. How better could this be achieved and demonstrated to regulators than by comparatively evaluating all available choices using blends of weighted […]

Third Party Evaluation of DTC Technology

Posted Decision Technologies CorporationPosted in Financial

C. Michael Carty, President of the NYC Chapter of QWAFAFEW, completes evaluation of DTC’s decision assistance technology. “Of all the available choices, which one is best for my client?” AN INDEPENDENT “QUANT” REVIEW OF DTC’S PATENTED DECISION-ASSISTANCE TECHNOLOGY AS APPLIED TO INVESTMENT ADVISORY SERVICES DTC’s patented decision-assistance technology is an evolutionary step beyond the tools currently used in institutional investment consulting and retail investment advisory services, today – most certainly beyond the bar charts and scatter charts (30-40 year old “technology”) still found in institutional investment reports. In fact, some of the most sophisticated metrics currently in use (e.g., Sharpe […]