Our goal is to help you retain and grow assets under management.
When do clients pull their assets out of the market (i.e. your fund) and go into cash? When they are losing and they are afraid.
As you know, trend-following models tend to take heavy losses during volatile times. Of course, they typically bounce back but this often takes much longer than today’s clients -who have instantaneous access to real-time market data as well as your direct phone number -are willing to wait.
How do you retain their business during difficult times? By reducing beta, reducing portfolio volatility, and producing a more stable return profile than your competitors.
This is a unique time in the markets. There is an unprecedented amount of capital invested in U.S. and foreign equities as well as global commodities. At the same time, there is tremendous uncertainty in the future due to a constantly changing and unpredictable macroeconomic environment. The result is increased volatility and a breakdown of stationarity in the markets.
That’s why Muir Capital Intelligence (MCI) exists. We’re here to take the wild swings out of your equity curve and help you keep your clients happy.
Our technology stack reflects the layered complexity of the markets.
We realize that you have your own strategies, instincts, and ideas.
MCI’s technology supports using it as a simple add-on -similar to an economic report -or it can scale to be a fully integrated solution that drives and executes transactions. The solutions that we offer mirror our technology architecture and are designed to provide a spectrum of use-cases and levels of integration. Thus, your organization can be quickly onboarded to test-drive our models by using our Dashboard approach (more on this below). As you become more comfortable and familiar with MCI’s technology -i.e. as we earn your trust -you can increase your level of integration.
This is the most basic approach and is designed to allow you to get your feet wet. We provide you with a login to a customizable Dashboard where you can view real-time and historical values of MHM and VPE. It includes advanced charting of the values, overlays of major market indices, and customizable alerts that you can configure. The data reported in this solution includes the first two layers of MCI’s technology.
Pricing for this solution is based on the refresh rate of the data and the number of unique logins requested.
Our API is equipped with endpoints for all values in the MCI proprietary data stack including the third layer data -Tactical Allocator and Hedger (TAH) and the Optimal Beta Allocation (OBA).
This allows you to create your own Dashboard (if desired) as well as call our API from your existing codebase. Here’s an example use-case: let’s say that you already have a portfolio-level script that manages your exposure, risk, and strategy deployment. Your engineering team can add an “MCI Strategy” routine to your portfolio manager (in essentially any language or platform), which will perform GET requests to MCI’s API and then provide those values to your strategy manager to use however you see fit. It may use the values to increase/decrease market exposure, hedge, or simply add them in as a factor in a larger decision matrix. Really, the possibilities are endless and you are in full control.
We designed this solution because we understand that you have your own proprietary code. Our API solution ensures that your codebase is never accessed by MCI; it is one-way communication but still allows you to get the full benefit of our technology.
Our API is well documented, organized, and standardized with logical resource identifiers, parameters, and delivers easily-parsable JSON objects. We are currently developing client libraries in C++ and Java.
Pricing for this solution is tiered based on the number of calls per month to our API. The first 1,000 calls per month are free and it’s easy to get started -just have one of your engineers get in touch and we’ll create an account for them.
Our Active Portfolio Manager (APM) solution can be either fully integrated with your codebase or used as a standalone hedging strategy. Either way, it requires a datastream of your current positions (for the portion of the portfolio that you want to hedge). It’s different from our [purely] API solution in that it integrates with your broker’s (or clearing house’s) software or uses calls to their APIs to ascertain positions and execute live transactions in the market.
APM is still based on our REST API but includes a robust set of routines (in C++) for data ingestion, interpretation, and market interaction. Logistically speaking, APM is a managed instance of all of MCI’s technology that is fully owned and configurable by your team. We spin-up a new instance of APM (on Amazon Web Services (AWS)), integrate the codebase with your version-control of choice (GitHub is preferred), and then completely hand it off to your team. We have a lightweight utility (optional) that allows us to manage and update your instance in AWS if you enable us to do so in your instances configuration file; typically, only the API gets updated once an instance is deployed. Overall, you have complete access to your instance and its codebase.
Pricing for this solution is based on a licensing agreement and the level of support that your team requires from MCI; it’s fully customizable and we will work with you to build the right solution. Note: AWS will charge you directly for services rendered as we will transfer ownership of the instance to you.
We'll set you up with a demo login to our Dashboard for free for 30 days. This will provide you with real-time access (updated hourly) to both the Macroeconomic Health Model and our Volatility Prediction Engine.
Request Free TrialIf you'd like to learn more about our technology, request a free trial, or discuss Solutions with a Sales Engineer, just send us an email.
1434 Hermes Ave.
Encinitas, CA 92024
+1-682-710-1921