Revolutionary platform to evaluate the performance of research and build research-based investment strategies
Track the performance of research
Parity One tracks the performance of research recommendations and builds an indexed series that can give a quick and power insight into the aggregated performance of the research.
A portfolio approach to evaluate research
Parity One combines all the recommendations of each provider into a model portfolio, R’folio, so that the evaluation is holistic. This portfolio approach, when combined with individual recommendations, significantly reduces the time to evaluate and enables optimisation of research for buy side investment portfolios.
VT Smart Conviction
Parity One uses proprietary “VT Smart Conviction” methodology to build and manage the R’folios. This methodology extracts the alpha producing capabilities of research using the conviction behind the recommendations. Changes in recommendations and research coverage are managed in the R’folio such that the performance trends are intact.
Build on research
Using its factor-based approach to portfolio construction, Parity One allows for investment strategies to be created by combining multiple research, backtested and managed. Multi factor portfolios can be built using research along with balance sheet numbers and various other risk measures that Parity One calculates for all securities.
Research to investment products
R’folios are built as indexed series on Parity One. When converted into investible indices, they can act as underlying benchmarks to create investment products like structured products, investment funds and ETFs. R’folios are administered according to EU Benchmarks Regulation 2018.