Current global uncertainties on economic and political fronts pose a challenge to the financial services industry specially the fund/asset management participants. Dynamic complexities are driving the asset prices - be it equity, gold, crude oil, interest rates, exchange rates to unpredictable lows or highs. Global central banks’ policy announcements to handle macroeconomic uncertainty in terms of interest rates, unconventional monetary policies, fiscal policies, and external trade policies have become very difficult to understand and study the impacts both in short and long-run. This calls for a prudent, research-based decision-making that can help reduce or transfer the macroeconomic risks. It is in this context, a simple tool to understand four critical macroeconomic risks and fine-tune the portfolios based on some pre- defined threshold risk appetite is offered. This is a web-based application with user friendly interface and security features.
The research work and model comprise of economic theory, portfolio balancing theory of finance, and application of information technology. Patent was filed and published in the year 2014 and got granted in 2023.
Users: Mutual fund managers, distributors/Asset management companies- research analysts/ high net worth individuals (HNIs) with large investment portfolio, institutional investors, and retail Investors
Patent Title: SYSTEM AND METHOD FOR SECURING VARIABLE FIDELITY IN HYBRID NETWORKS, Patent Certificate 458110, 2023, Dr. Asha Prasuna
