RMI® Nasdaq outperforms Nasdaq 100 by 10.65% in 2 years.

Press Release RMI® Nasdaq outperforms Nasdaq 100 by 10.65% in 2 years. London – December 30, 2016 The RMI Nasdaq listed on Nasdaq (RMIVG20) ended 2016 with a 14.19% annual return. The performance for the 2 year period starting January 2015 was at 23.4%. As of December 30 (2016), the RMI outperformed the S&P 500,…

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RMI Outperforms Developed World's Best Markets by 13.19% in 2016.

Press Release RMI® Outperforms Developed World’s Best Markets by 13.19% in 2016. London – December 30, 2016 The S&P/TSX Composite Index was the top performer among developed market Indices delivering 18% return for the year. The RMI Canada Growth 60 listed on Bloomberg with the ticker ORMICA12 outperformed the benchmark by 13.19% for the year….

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Orpheus Indices - Presentation

Performance Orpheus Risk Management Indices (RMI) have consistently outperformed respective benchmarks at similar risk by a range of annualized returns of 2-5% over the last decade. Our current engagements have validated and proven the originality, success, and scalability of the Orpheus Framework. Performance of Nasdaq Orpheus RMI ® starting Jan 2015 As of Dec 30…

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RMI 2016 - YTD

7 of the 8 RMI models listed on Bloomberg delivered an absolute positive return for the year to date. All the 8 RMI models delivered a positive Excess Return above their respective benchmarks. The average Excess Returns year to date stands at 7.86%. The RMI US 500 was up 5.82% for the month, 1.98% Excess…

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Jack, Your Revolution is Over.

Dear Jack, Standing against the establishment, having a voice and speaking up needs courage. This is what you did. You spoke up against the industry which started the first Mutual Fund in 1775. Bloomberg calls it a revolution, you call it a revolution, Wall Street Journal is calling it differently, but that does not matter….

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Amazon's Free Fall

Even if cause and effect works and Jeff Bezos’ clashing with Donald Trump might seem like a reason for the technology giant losing USD 35 billion since the election date, there is a scientific explanation to all this. – Amazon stock price had moved up from USD 300 to USD 675 in 2015. – Since…

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How The Noise Killed A Signal!

The Big Lesson When you make a big claim, you have to be careful. This is the lesson hardest to learn. I am still learning it. My stock market education helped me a lot. The one thing it always taught me was to be ready for a surprise. It happened again today, as markets got…

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How Blockchain Could Disrupt Wall Street!

  Implosion Before Disruption Before we talk about Blockchain disruption, let us talk about the implosion happening on Wall Street. The Realization that stock picking is dead [1] after decades of Active underperformance [2] has made beating the market an adventure sport, where only a few succeed. There was only one Peter Lynch [3], the…

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RMI® Historical Performance

These are the RMI equity models for UK, US, Europe, India and Canada. The RMI Smart Beta performance is based on a similar risk, similar turnover and low tracking error to the underlying benchmark. All the RMI Models have a starting point in Jan 2010.

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Firefighter from Idaho

Explaining to Mom If you can explain your money management innovation (rule-based portfolios) to your mom, it is golden. My mom gets it. Succeeding in selling and marketing a new financial innovation just like any other innovation will be about design. If it is not intuitive, no overselling, branding and marketing money is going to…

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Tralio Team Reaches Finals @ Idea Challenge

Out of 72 teams from different corners of the world that participated in the idea challenge, Tralio made it to the finals. Idea challenge was an initiative organized by Imprezzio Global a technology company creating business software solutions for over fifteen years with offices in US, Europe and Canada.

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Orpheus MIT Capstone Project

Executive summary What is the idea? The investment management industry is like a Fruit Basket [2]. The manager is searching for superior returns at the same risk level. The Orpheus Risk Management Indices (RMI) [3] ability to deliver risk-weighted excess returns, which can also be understood as outperformance of the RMI portfolio vs. the market…

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Architecture of Data

The rich do not always get richer. Explaining this probabilistically resolves a 100-year-old puzzle, opening up opportunities for smart beta portfolios, an architecture of complexity and eventually an architecture of data that could become Web 4.0. Group vs. Component Financial markets have moved from regional to global, from one asset to Intermarkets [1]. This has…

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Fruit Basket Paradox

Abstract Investment management which is worth USD 70 trillion can be seen like a fruit basket. The job of the fund manager was to select the fruits from the market and sell it to the investor. Global pensions are a part of this pool. Despite the important role fund managers play, there is a lot…

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MIT Ranks Orpheus BP in Top 50

MIT ranked the Orpheus BP in the top 50. MIT launched the first graduate level course on Financial Technology applications. Enclosed below are the press release on the program and the list of top 50 capstone projects. The Martin Trust Center for MIT Entrepreneurship and the Finance Group at the MIT Sloan School of Management, in…

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