How to pitch your product to traditional financial players and investors
Derivatives structuring and valuation including options on illiquid stock, crypto-currencies, etc.
Implementation strategy for new product/firm launch
Impact assessment – disruption, expansion, disintermediation, etc.
Custom projects and education for investors, supervisors and boards
Evaluation/monitoring of the developing playing field
Asset Management Advisory
For Global Asset Managers, Robo-Advisors, Hedge Funds, Mutual Funds, Private Equity Funds, Insurance Companies, Pension Funds, Endowments, Foundations
Strategy expansion (for traditional managers, robo-advisors, algorithmic funds, traditional and active ETFs, alternative strategies, hedge funds, etc.)
Portfolio analysis and construction: SBCC’s periodic table of risk-return elements
Identification of emerging opportunities in asset management including the use of big data, machine learning, artificial intelligence and optimal combinations of human and machine based strategies
Best practices assessment and recommendations – from traditional asset management to operations and model controls for algorithmic trading and robo-advisors
Expansion into new trading markets (e.g. crypto-currencies)
Quantitative trading advisory and evaluation, including governance and oversight frameworks for big data, machine learning and artificial intelligence as well as for technology-leveraged research and algorithmic trading
Due diligence for existing managers and selection of new managers
New strategy/fund launch – from traditional active and passive funds to technology-leveraged funds
Risk, return, operations and technology support
Education regarding the current landscape for investors
Funding and marketing plan
Derivatives and Quant Finance
For Firms of all Stripes, Including Dealers, End-users, Service providers and Others.
Derivatives design, trading, valuation and best practices, from equities to Bitcoin and beyond.
How to use derivatives for arbitrage, hedging and replication strategies
Back testing, stress testing and simulations of asset- liability- hedging- and speculative-driven derivatives
MalModel Assessment and Remediation
MalModels™ – Perfectly Good Models in the Wrong Application.
Identification of MalModels — examples include misapplications of pricing models, valuation models, risk models, VaR models, Guassian copula, credit or securitization models, etc.
Forensic review and reporting
Management, Board, Audit, Compliance and Legal Department education
Expert Services, Forensic Analysis & Litigation Support
For Law Firms, Supervisors, Boards of Directors and Others
Expert evaluation and provision of expert opinion
Valuation and damage calculations
Expert strategy for complex cases
Risk reporting and escalation procedures
Problem evaluation and remedial collaboration
Best practices assessment
Risk program implementation
Procedures, policies, controls
Problem resolution (e.g. valuation, unanticipated P&L events, unanticipated correlation or volatility events, operational issues, trading/ trader issues, etc.)
SBCC Group excels in differentiating its clients from the competition which usually translates into a larger market share.
SBCC Groups’ marketing communications division specializes in brand creation, message development, and cross-media execution. We align your core areas of expertise to help you acquire new customers, increase market share, elevate your image, and streamline communications and do so in a variety of medium.
SBCC Group believes that the right logo contributes to a business’s visibility, credibility, and memorability — three factors that will help your business succeed. SBCC Group will conduct an appropriate level of discovery to uncover the “DNA” of your product of service; effecting a unique and compelling graphical representation of your core offering.
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Palo Alto, CA 94301
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New York, NY 10169
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