Navigate Advisors brings specialized models and expertise for optimizing exposure across all types of risk.

Risk Advisory

At Navigate Advisors we work with licensed APT global risk models that measure VaR, TaR, systematic vs. specific risks, contribution to risk, correlated benchmark risk, country, sector, style and currency risks.

We can provide portfolio optimization strategies that cover risk retention where appropriate for increased alpha, hedging strategies for risk mitigation, and insurance strategies for risk elimination.

We provide scenario testing, cost estimation through market impact studies, cost of transition trades and hedging strategies to help guide investment choices and control risk.