WR Analytics

WR Analytics, LP provides investment portfolio advisory services to institutions and family offices. Services and products include: portfolio review and diagnostics, due diligence tools and analytics, portfolio construction, risk reporting and research.

The Principals have broad experience in the financial industry coupled with extensive academic backgrounds. Through years of research, the Principals have developed innovative technology for assessing hedge fund performance and implemented sophisticated portfolio construction tools.

• Portfolio Review and Diagnostics
  WR analytical tools assess the risk profile of all asset classes in an investor’s portfolio, not just traditional or hedge fund exposures.
• Due Diligence Tools and Analytics
  WR factor models are a unique complement to traditional qualitative due diligence techniques.  By decomposing returns to underlying factor exposures, investors can better understand the nature of an investment return profile.
• Portfolio Construction
  WR offers customized portfolio construction techniques that incorporate investor risk preferences. Forward-looking loss probability tables are generated that display risk in terms of draw downs rather than standard deviation.
• Risk Reporting
  WR provides customized risk reporting and risk aggregation services supported by the transparency of the managed account platform.
• Research
  The WR team has consulting and research backgrounds. Projects are defined and managed to client specifications.